Base: $41,714.00 - $69,000.00; bonus/equity: not s...
Exceptional customer service delivery
Financial solutions advice
Needs-based customer assessments
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.
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and upholds the highest ethical requirements of the industry.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
Salary
Base: $41,714.00 - $69,000.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Exceptional customer service delivery
Financial solutions advice
Needs-based customer assessments
Proactive customer engagement
Risk management framework application
Nice-to-have
Collaborative branch team member
Creative customer experience approaches
Continuous improvement mindset
Ethical industry requirements adherence
Key Requirements
2-3 years relevant experience
Post-secondary degree desirable
Appropriate lending qualifications
Working knowledge of personal/small business needs