Personal Banker Associate: Customer-Centric Banking & Advice

BMO; Montréal-Est; Presencial; CAD 36.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descripción de la vacante

BMO Financial Group is seeking a Banking Sales & Service professional in Montréal-Est to deliver exceptional customer experiences. You will identify customer needs, provide financial guidance, and steer clients toward digital self-serve options.

The role emphasizes lobby leadership, problem solving, and cross-channel collaboration to meet branch goals. Ideal candidates have consultative sales experience, strong interpersonal skills, and the ability to work within a team while complying with risk

Formación

• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months)
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

Responsabilidades

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Guides customers to digital and self-serve options to make banking easy, simple and fast.
• As a lobby leader, conducts client conversations about banking services and offers personal banking and investment advice.
• Meets transaction-based needs with seamless execution and supports branch operations and risk/compliance processes.

Conocimientos

Interpersonal skills

Communication skills

Team collaboration

Analytical thinking

Problem solving

Listening skills

Educación

Investment products registration (Canada)

Descripción del empleo

BMO Financial Group is seeking a Banking Sales & Service professional in Montréal-Est to deliver exceptional customer experiences. You will identify customer needs, provide financial guidance, and steer clients toward digital self-serve options.

The role emphasizes lobby leadership, problem solving, and cross-channel collaboration to meet branch goals. Ideal candidates have consultative sales experience, strong interpersonal skills, and the ability to work within a team while complying with risk