Personal Banker: Trusted Financial Advisor & Service Pro

BMO Financial Group; Montreal (administrative region); On-site; CAD 38,000 - 71,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Customer Service Advisor. The role involves delivering exceptional service, engaging with customers to provide tailored financial solutions, and contributing to business growth. Ideal candidates should have relevant experience in retail banking, strong interpersonal skills, and a commitment to customer service. This position offers a salary range of $38,500 - $71,000, depending on experience, and includes various employee benefits.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Qualifications

• 2-3 years of relevant experience in retail banking.
• Registration to sell investment products completed.
• Working knowledge of retail investments and lending products.

Responsibilities

• Deliver exceptional service to customers.
• Engage customers through needs-based assessments.
• Provide financial solutions and recommendations.

Skills

Customer service

Consultative sales

Interpersonal skills

Problem solving

Use of digital tools

Education

Post-secondary degree in related field

Job description

A leading financial institution in Montreal is seeking a Customer Service Advisor. The role involves delivering exceptional service, engaging with customers to provide tailored financial solutions, and contributing to business growth. Ideal candidates should have relevant experience in retail banking, strong interpersonal skills, and a commitment to customer service. This position offers a salary range of $38,500 - $71,000, depending on experience, and includes various employee benefits.