Branch Banking Advisor: Personal Finance & Service

BMO Financial Group; Toronto; On-site; CAD 36,000 - 55,000; Full time

Job summary

A financial services provider in Toronto seeks a Customer Service Representative to deliver exceptional service and support to clients. Candidates should have consultative customer service experience and a strong commitment to helping customers succeed. This role requires effective collaboration and the ability to guide clients through their banking needs, with a salary range of $36,000 - $54,500 dependent on experience and skills.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• Experience in consultative customer service or sales roles.
• Passionate commitment to helping customers.
• Resourceful self-starter with the ability to collaborate.

Responsibilities

• Deliver exceptional service to customers and identify their needs.
• Collaborate with BMO partners to enhance customer relationships.
• Guide customers on digital and self-serve banking options.

Skills

Customer service

Consultative sales

Interpersonal skills

Problem-solving

Communication

Education

1-2 years of relevant experience or equivalent education

Registration to sell investment products (in progress)

Tools

Social media tools

Tablets and smartphones

Job description

A financial services provider in Toronto seeks a Customer Service Representative to deliver exceptional service and support to clients. Candidates should have consultative customer service experience and a strong commitment to helping customers succeed. This role requires effective collaboration and the ability to guide clients through their banking needs, with a salary range of $36,000 - $54,500 dependent on experience and skills.