Banking Concierge & Solutions Advisor

Socket.dev; Mississauga; On-site; CAD 36,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Mississauga is seeking a Customer Banking Advisor to deliver exceptional service and guide customers through digital and self-serve options. You will identify needs, discuss banking solutions, and work with branch partners to enhance the customer experience.

The role requires consultative sales skills, 1–2 years of experience, and the ability to thrive in a team-based environment. Competitive salary with health and retirement benefits is offered.

Qualifications

• Typically between 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.

Responsibilities

• Welcomes and guides customers as they walk into the branch lobby, and 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.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.

Skills

Customer service

Sales experience

Communication skills

Team collaboration

Problem solving

Social media familiarity

Education

Registration to sell investment products

Tools

Tablets

Smartphones

CRM systems

Job description

BMO Financial Group in Mississauga is seeking a Customer Banking Advisor to deliver exceptional service and guide customers through digital and self-serve options. You will identify needs, discuss banking solutions, and work with branch partners to enhance the customer experience.

The role requires consultative sales skills, 1–2 years of experience, and the ability to thrive in a team-based environment. Competitive salary with health and retirement benefits is offered.