Banking Services Specialist - Personal Banking Advisor

BMO Financial Group; Markham; On-site; CAD 34,000 - 48,000; Full time

Job summary

A leading financial institution in York Region is seeking a dedicated professional to provide exceptional service and identify customer needs. The role requires a passion for helping customers, strong interpersonal skills, and the ability to navigate digital banking solutions. Candidates should have a post-secondary education and a resourceful, collaborative spirit. Competitive salary and comprehensive benefits are offered.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• Post-secondary degree or certification in related field desirable.
• High-level knowledge of personal, commercial and partner offers.
• Confident in the use of social media, tablets, and online tools.
• Skilled at helping customers gain confidence with digital applications.
• Professional presence and ability to build rapport with customers.
• Resourceful self-starter, readiness to collaborate with a team.

Responsibilities

• Delivers exceptional service to customers and identifies needs.
• Supports customer requests for banking services.
• Offers advice on available digital and self-serve options.
• Contributes to meeting branch business results and customer experience.
• Escalates complex customer situations as required.
• Maintains knowledge of personal banking products and trends.

Job description

A leading financial institution in York Region is seeking a dedicated professional to provide exceptional service and identify customer needs. The role requires a passion for helping customers, strong interpersonal skills, and the ability to navigate digital banking solutions. Candidates should have a post-secondary education and a resourceful, collaborative spirit. Competitive salary and comprehensive benefits are offered.