Personal Banker Associate: Banking & Investment Guidance

BMO Financial Group; Woolwich; On-site; CAD 34,000 - 52,000; Full time

Job summary

A financial services organization is seeking a Retail Banker in Woolwich, Ontario to deliver exceptional customer service and provide financial solutions. The candidate will identify customer needs, assist in banking services, and collaborate with partners to enhance customer relationships. The role requires 1-2 years of experience and offers a competitive salary between $34,750.00 and $51,800.00. Excellent interpersonal skills and a drive for personal customer experience are essential. Benefits include health insurance, tuition reimbursement, and retirement plans.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

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.

Responsibilities

• Deliver exceptional service to customers.
• Identify customer needs and provide financial guidance.
• Collaborate with partners to identify referral opportunities.

Skills

Customer service skills

Interpersonal skills

Problem-solving

Sales experience

Team collaboration

Education

Relevant certification or equivalent experience

Tools

Social media tools

Tablets and smartphones

Job description

A financial services organization is seeking a Retail Banker in Woolwich, Ontario to deliver exceptional customer service and provide financial solutions. The candidate will identify customer needs, assist in banking services, and collaborate with partners to enhance customer relationships. The role requires 1-2 years of experience and offers a competitive salary between $34,750.00 and $51,800.00. Excellent interpersonal skills and a drive for personal customer experience are essential. Benefits include health insurance, tuition reimbursement, and retirement plans.