Banking Concierge & Personal Finance Advisor

BMO Financial Group; Brossard; On-site; CAD 34,000 - 48,000; Full time

Job summary

A leading financial institution in Brossard is seeking a customer-focused candidate for a banking service role. The position involves identifying customer needs, providing guidance on financial solutions, and ensuring a seamless banking experience. Ideal for candidates with strong interpersonal skills and a desire to help customers. This role offers competitive salary and comprehensive benefits including health insurance, tuition reimbursement, and retirement plans.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• Confident in the use of social media, tablets, smart phones, online tools, and applications.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.

Responsibilities

• Identifies customer needs and initiates referrals.
• Welcomes customers warmly and meets their banking service needs.
• Contributes to meeting branch business results and customer experience.

Skills

Interpersonal skills

Customer service

Communication skills

Problem-solving

Organizational skills

Education

Post-secondary degree or certification in related field

Job description

A leading financial institution in Brossard is seeking a customer-focused candidate for a banking service role. The position involves identifying customer needs, providing guidance on financial solutions, and ensuring a seamless banking experience. Ideal for candidates with strong interpersonal skills and a desire to help customers. This role offers competitive salary and comprehensive benefits including health insurance, tuition reimbursement, and retirement plans.