Personal Banker: Trusted Advisor for Banking & Loans

BMO; Vancouver; On-site; CAD 38,000 - 71,000; Full time

Job summary

A leading financial institution in Metro Vancouver seeks a proactive Customer Service Representative to engage clients, identify their banking needs, and provide tailored solutions. The ideal candidate will have 2-3 years of experience in retail banking sales and a commitment to exceptional service. This role includes addressing customer inquiries, supporting transactions, and ensuring compliance with banking regulations. A salary range of $38,500 to $71,000 is offered, along with a comprehensive benefits package.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 2 - 3 years of relevant experience.
• Registration to sell investment products may be required in Canada.
• Confident in finance and customer interactions.

Responsibilities

• Engage with customers to assess needs and provide tailored financial solutions.
• Support customer transaction needs based on traffic.
• Maintain compliance with legal and regulatory requirements.

Skills

Customer service experience

Consultative sales skills

Social media proficiency

Interpersonal skills

Education

Post-secondary degree in related field

Lending qualifications and designations

Job description

A leading financial institution in Metro Vancouver seeks a proactive Customer Service Representative to engage clients, identify their banking needs, and provide tailored solutions. The ideal candidate will have 2-3 years of experience in retail banking sales and a commitment to exceptional service. This role includes addressing customer inquiries, supporting transactions, and ensuring compliance with banking regulations. A salary range of $38,500 to $71,000 is offered, along with a comprehensive benefits package.