Base: $41,714.00 - $50,000.00; bonus/equity: not s...
Deliver exceptional customer service
Identify customer needs
Provide financial solutions advice
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions
Job Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve business objectives.
BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
Salary
Base: $41,714.00 - $50,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
deliver exceptional customer service
identify customer needs
provide financial solutions advice
collaborate with BMO partners
meet customer transaction needs
follow risk and compliance processes
Nice-to-have
drive to deliver personal experience
resourceful self-starter
courage and confidence
creative problem-solving aptitude
passion for helping customers
Key Requirements
1-2 years relevant experience
Consultative customer service or sales experience
Confident use of digital tools
Basic knowledge of sales solutions
Registration to sell investment products (Canada only)