Banking Solutions Advisor

BMO; Toronto; On-site; CAD 34,750 - 47,250; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-facing associate in Toronto, Ontario to deliver exceptional service, guide customers through banking solutions, and collaborate with branch teams. You will handle inquiries, process transactions, and promote digital options to simplify banking for clients.

The role emphasizes a personal customer experience, risk awareness, and a willingness to adapt to branch needs and schedules across multiple channels.

Qualifications

• Post-secondary degree or certification desirable.
• Strong interpersonal and communication skills.
• Comfort with social media and digital banking tools.
• Ability to work in a team and adapt to shifts.

Responsibilities

• Identify customer needs and initiate referrals to colleagues.
• Assist customers with banking services and inquiries.
• Promote digital and self-serve options to simplify banking.
• Escalate complex issues to managers when needed.
• Support branch operations and cash transactions while safeguarding assets.

Skills

Strong interpersonal skills

Verbal & written communication

Teamwork

Digital literacy

Social media proficiency

Education

Post-secondary degree or certification (desirable)

Job description

BMO Financial Group is seeking a customer-facing associate in Toronto, Ontario to deliver exceptional service, guide customers through banking solutions, and collaborate with branch teams. You will handle inquiries, process transactions, and promote digital options to simplify banking for clients.

The role emphasizes a personal customer experience, risk awareness, and a willingness to adapt to branch needs and schedules across multiple channels.