Personal Banking Associate

BMO

Cowansville, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: commi...
Deliver exceptional service
Identify customer needs
Provide financial 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.
  • Collaborates with BMO partners to deliver desired customer experiences, achieve business objectives, and identify referral opportunities.
  • Supports operational activities, follows risk and compliance processes, and keeps current with the financial services marketplace.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

Base: $36,000.00 - $54,500.00; Bonus/Equity: commission structure may apply; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • deliver exceptional service
  • identify customer needs
  • provide financial advice
  • collaborate with partners
  • digital and self-serve options
  • needs-based conversation

Nice-to-have

  • creative approaches
  • ongoing improvement
  • drive to deliver personal experience
  • resourceful self-starter

Key Requirements

  • 1-2 years relevant experience
  • Registration to sell investment products
  • Confident in using digital tools
  • Consultative customer service experience

Work Rights

Not specified

Tailored Resume

Cover Letter