Banking Concierge & Personal Finance Advisor

BMO; Saskatoon; On-site; CAD 35,000 - 45,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a customer‑focused professional to deliver exceptional service to customers and prospects. You will identify needs, provide advice on financial solutions, and collaborate with branch teams and partners to ensure a seamless customer experience that supports branch objectives.

Welcoming customers, handling routine transactions, promoting digital self‑serve options, and referring opportunities to specialists as needed, you will protect customer privacy, follow risk controls, and

Qualifications

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.

Responsibilities

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and customer inquiries.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
• Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Escalates complex or unresolved customer situations to managers as required.
• Contributes to meeting branch business results and the customer experience.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.

Skills

Customer service

Needs-based selling

Digital banking

Communication

Education

Post-secondary degree or certification desirable

Tools

Tablets

Online tools

Job description

BMO is seeking a customer‑focused professional to deliver exceptional service to customers and prospects. You will identify needs, provide advice on financial solutions, and collaborate with branch teams and partners to ensure a seamless customer experience that supports branch objectives.

Welcoming customers, handling routine transactions, promoting digital self‑serve options, and referring opportunities to specialists as needed, you will protect customer privacy, follow risk controls, and