Customer‑Driven Personal Banker — Financial Solutions & Growth

BMO Financial Group; Whitehorse; On-site; CAD 46,000 - 86,000; Full time

Job summary

A major financial institution in Whitehorse is looking for a dedicated individual to deliver exceptional customer service and identify financial solutions. You will engage with customers through needs assessments, guide them on banking options, and contribute to community relationships. The role requires 2-3 years of experience, preferably in financial services, along with strong interpersonal and problem-solving skills. Competitive salary offered, with a focus on personal customer experiences.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• 2-3 years of experience in a similar role.
• Registration to sell investment products is required.
• Working knowledge of customer needs and financial products.

Responsibilities

• Deliver exceptional service to customers.
• Conduct needs assessments to identify financial solutions.
• Build and maintain relationships within the community.

Skills

Customer Engagement

Consultative Sales

Problem Solving

Interpersonal Skills

Knowledge of Financial Products

Education

Post-secondary degree in a related field

Job description

A major financial institution in Whitehorse is looking for a dedicated individual to deliver exceptional customer service and identify financial solutions. You will engage with customers through needs assessments, guide them on banking options, and contribute to community relationships. The role requires 2-3 years of experience, preferably in financial services, along with strong interpersonal and problem-solving skills. Competitive salary offered, with a focus on personal customer experiences.