Banking Customer Advocate: Branch & Digital Support

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

Job summary

A leading financial institution in Canada is looking for a Retail Banking Sales & Service representative to deliver exceptional customer service, identify needs, and provide appropriate financial solutions. The ideal candidate will possess strong interpersonal skills and a professional demeanor, with a focus on fostering a personal experience for customers. The role supports various banking transactions and escalates complex situations as needed.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• No prior experience necessary; a post-secondary degree or certification in a related field of study is desirable.
• Confident in using social media and digital applications.
• Strong interpersonal skills to build rapport with customers.

Responsibilities

• Deliver exceptional service and identify customer needs.
• Support banking service requests and handle transactions.
• Escalate complex customer situations to managers.

Skills

Customer service

Interpersonal skills

Digital tools proficiency

Problem-solving

Sales knowledge

Education

Post-secondary degree or certification

Job description

A leading financial institution in Canada is looking for a Retail Banking Sales & Service representative to deliver exceptional customer service, identify needs, and provide appropriate financial solutions. The ideal candidate will possess strong interpersonal skills and a professional demeanor, with a focus on fostering a personal experience for customers. The role supports various banking transactions and escalates complex situations as needed.