Banking Concierge & Personal Finance Advisor

BMO Financial Group; Estevan; On-site; CAD 34,000 - 45,000; Full time

Job summary

A prominent financial services organization in Estevan is seeking candidates for a retail banking role. The position emphasizes exceptional customer service and advice regarding financial solutions. Candidates should have a strong knowledge of personal banking products and skills to enhance customer interactions. The role includes responsibilities like customer inquiries and referrals. A post-secondary degree is desirable, along with interpersonal skills. Salary ranges from $34,750 to $44,900 annually, with additional benefits and opportunities for training.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• Projects a professional presence.
• Passionate commitment to helping customers.
• An aptitude for listening, solving problems, and responding flexibly to new challenges.

Responsibilities

• Identifies customer needs and initiates referrals.
• Supports customer requests for banking services.
• Acts as a key member of a collaborative branch team.
• Looks for ways to contribute to the ongoing improvement of customer experience.

Skills

High-level knowledge of personal, commercial and partner offers

Strong interpersonal skills

Ability to build rapport and connections with customers

Confident in the use of social media and online tools

Resourceful self-starter

Education

Post-secondary degree or certification in related field

Job description

A prominent financial services organization in Estevan is seeking candidates for a retail banking role. The position emphasizes exceptional customer service and advice regarding financial solutions. Candidates should have a strong knowledge of personal banking products and skills to enhance customer interactions. The role includes responsibilities like customer inquiries and referrals. A post-secondary degree is desirable, along with interpersonal skills. Salary ranges from $34,750 to $44,900 annually, with additional benefits and opportunities for training.