Banking Solutions Advisor – Customer Care

BMO; Stratford; On-site; CAD 34,000 - 45,000; Full time

Job summary

A leading financial institution in Ontario is seeking a Customer Service Representative to deliver exceptional service to clients by identifying their financial needs and providing guidance. The role requires no prior experience but benefits from a post-secondary degree. Responsibilities include supporting customer inquiries and referrals while contributing to overall branch objectives. This position offers a competitive salary range of $34,750.00 to $44,900.00, alongside various benefits including health insurance and tuition reimbursement.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.

Responsibilities

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and customer inquiries.
• Offers advice on available digital banking options to enhance customer experience.

Skills

High-level knowledge of financial services

Strong interpersonal skills

Confident in digital tools

Problem-solving aptitude

Education

Post-secondary degree or certification

Job description

A leading financial institution in Ontario is seeking a Customer Service Representative to deliver exceptional service to clients by identifying their financial needs and providing guidance. The role requires no prior experience but benefits from a post-secondary degree. Responsibilities include supporting customer inquiries and referrals while contributing to overall branch objectives. This position offers a competitive salary range of $34,750.00 to $44,900.00, alongside various benefits including health insurance and tuition reimbursement.