Base: $36,000.00 - $54,500.00; bonus/equity: not s...
Exceptional customer service delivery
Identifying customer financial needs
Providing financial solution guidance
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: $36,000.00 - $54,500.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
exceptional customer service delivery
identifying customer financial needs
providing financial solution guidance
collaborating with branch partners
offering digital and self-serve options
meeting transaction-based needs
risk and compliance processes
Nice-to-have
creative approach to customer experience
contributing to ongoing improvement
proactive in approaching customers
thrive in consultative sales
resourceful self-starter
Key Requirements
1-2 years relevant experience
certification in related field desirable
equivalent combination of education and experience
registration to sell investment products
confident use of social media and online tools
experience in consultative customer service or sales