Personal Banker & Financial Solutions Advisor

BMO Financial Group; Halton Hills; On-site; CAD 38,000 - 71,000; Full time

Job summary

A leading financial institution located in Ontario is seeking a customer-focused individual to join their Retail Banking Sales & Service team. The role involves engaging with customers, conducting needs assessments, and providing tailored financial solutions. Ideal candidates possess strong interpersonal skills, 2-3 years of relevant experience, and a commitment to delivering exceptional customer service. A competitive salary range of $38,500 - $71,000 and various benefits are offered, including health insurance and retirement savings plans.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 2-3 years of relevant experience is required.
• Registration to sell investment products completed.
• Confident in utilizing digital tools for customer service.

Responsibilities

• Engages with customers to understand their needs and preferences.
• Offers tailored financial solutions to customers.
• Conducts needs assessments to identify immediate and future opportunities.

Skills

Customer engagement

Consultative sales

Interpersonal skills

Analytical skills

Collaboration

Education

Post-secondary degree in related field

Tools

Mobile applications

Social media tools

Job description

A leading financial institution located in Ontario is seeking a customer-focused individual to join their Retail Banking Sales & Service team. The role involves engaging with customers, conducting needs assessments, and providing tailored financial solutions. Ideal candidates possess strong interpersonal skills, 2-3 years of relevant experience, and a commitment to delivering exceptional customer service. A competitive salary range of $38,500 - $71,000 and various benefits are offered, including health insurance and retirement savings plans.