Personal Banker: Guide Clients to Smart Financial Solutions

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

Job summary

A leading financial institution in Brossard is seeking a passionate Financial Services Representative to engage with customers and provide tailored financial solutions. The ideal candidate will have 2-3 years of relevant experience, preferably in customer service or sales. The role requires strong interpersonal skills and a commitment to customer satisfaction. Benefits include health insurance, tuition reimbursement, and a competitive salary range of $38,500 - $71,000. This position offers opportunities for growth in a supportive environment.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 2 - 3 years of relevant experience preferred.
• Registration to sell investment products completed, if applicable.
• Experience in financial services is an asset.

Responsibilities

• Engage with customers to provide tailored financial solutions.
• Conduct needs assessments for existing customers.
• Support customer transactions based on traffic.
• Build relationships within the community.

Skills

Customer service experience

Financial solutions knowledge

Sales experience

Interpersonal skills

Problem solving

Adaptability

Education

Post-secondary degree in related field

Job description

A leading financial institution in Brossard is seeking a passionate Financial Services Representative to engage with customers and provide tailored financial solutions. The ideal candidate will have 2-3 years of relevant experience, preferably in customer service or sales. The role requires strong interpersonal skills and a commitment to customer satisfaction. Benefits include health insurance, tuition reimbursement, and a competitive salary range of $38,500 - $71,000. This position offers opportunities for growth in a supportive environment.