Banking Concierge & Personal Finance Advisor

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

Job summary

A leading financial institution in Essex County, Leamington seeks a Retail Banking Sales & Service representative. This role delivers exceptional customer service, identifies customer needs, and collaborates within the branch to meet banking service requests. A post-secondary degree is desirable but not required. The position offers a salary between $34,750 and $44,900 and includes various benefits. Candidates must demonstrate strong interpersonal skills and an ability to assist customers with digital banking tools.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• No prior experience necessary; a post-secondary degree is desirable.
• Confident in using digital and online tools.
• Strong focus on customer engagement and rapport building.

Responsibilities

• Identifies customer needs and initiates referrals.
• Handles customer transactions and inquiries.
• Provides advice on digital banking options.
• Supports the branch's operational activities.

Skills

Customer service skills

Social media proficiency

Interpersonal skills

Problem solving

Listening skills

Organization skills

Education

Post-secondary degree or certification in related field

Job description

A leading financial institution in Essex County, Leamington seeks a Retail Banking Sales & Service representative. This role delivers exceptional customer service, identifies customer needs, and collaborates within the branch to meet banking service requests. A post-secondary degree is desirable but not required. The position offers a salary between $34,750 and $44,900 and includes various benefits. Candidates must demonstrate strong interpersonal skills and an ability to assist customers with digital banking tools.