Client-Centric Banking Advisor (In-Branch & Growth)

BMO; Quinte West; On-site; CAD 34,000 - 52,000; Full time

Job summary

A leading financial institution is looking for a Sales & Service representative to provide exceptional customer service and guidance in Quinte West. The ideal candidate will have strong interpersonal and analytical skills, with experience in a customer service or sales role. The position offers a competitive salary range of $34,750.00 - $51,800.00 and a supportive work environment focused on personal and professional growth.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• Typically between 1 – 2 years of relevant experience.
• Registration to sell investment products must be completed within 12 months.
• Confident in using digital tools and applications.
• Strong focus on delivering a personal customer experience.

Responsibilities

• Collaborate with partners to identify referral opportunities.
• Guide customers in the branch and offer banking advice.
• Assist in client conversations about banking services.
• Ensure accuracy in customer profiles and engage in needs-based conversations.

Skills

Customer service experience

Sales skills

Interpersonal skills

Analytical skills

Problem-solving skills

Education

Certification in related field of study

Tools

Social media

Tablets and smartphones

Online tools

Job description

A leading financial institution is looking for a Sales & Service representative to provide exceptional customer service and guidance in Quinte West. The ideal candidate will have strong interpersonal and analytical skills, with experience in a customer service or sales role. The position offers a competitive salary range of $34,750.00 - $51,800.00 and a supportive work environment focused on personal and professional growth.