Banking Advisor & Customer Experience Lead

BMO Financial Group; Brampton; On-site; CAD 36,000 - 55,000; Full time

Job summary

A leading financial institution in Peel Region, Brampton is looking for a Customer Service Representative to deliver exceptional service. This role involves identifying customer needs, providing guidance on financial solutions, and collaborating with branch partners. The ideal candidate will have 1-2 years of relevant experience and strong interpersonal skills. Competitive salary offered in a supportive work environment.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Commission structure on sales

Qualifications

• 1-2 years of relevant experience or equivalent combination of education and experience.
• Registration to sell investment products must be completed within 12 months.
• Confident use of social media and online tools.

Responsibilities

• Identify and grow customer relationships through banking services.
• Provide personal banking and investment advice.
• Support operational activities within the branch.

Skills

Customer service experience

Sales skills

Interpersonal skills

Problem-solving skills

Organizational skills

Education

Relevant certification or equivalent experience

Job description

A leading financial institution in Peel Region, Brampton is looking for a Customer Service Representative to deliver exceptional service. This role involves identifying customer needs, providing guidance on financial solutions, and collaborating with branch partners. The ideal candidate will have 1-2 years of relevant experience and strong interpersonal skills. Competitive salary offered in a supportive work environment.