Personal Banking Advisor

BMO; Kamloops; On-site; CAD 36,000 - 68,000; Full time

Job summary

A leading financial institution in Canada is looking for a Customer Service Representative to deliver exceptional service while engaging customers in their financial needs. The role requires expertise in financial products, a collaborative approach, and the ability to provide tailored banking solutions. Candidates should have 2-3 years of relevant experience, strong interpersonal skills, and a focus on compliance and risk management. The position offers a salary range of $36,600.00 - $67,500.00 and comes with various benefits, including health insurance and retirement savings plans.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 2-3 years of relevant experience in financial services, or equivalent education and experience.
• Experience in consultative customer service or sales role preferred.
• Strong analytical and problem-solving skills.

Responsibilities

• Engage with customers to understand their needs and offer financial solutions.
• Collaborate with branch and partners to enhance customer experience.
• Manage compliance and risk associated with lending.
• Proactively identify opportunities for business growth.

Skills

Consultative sales experience

Strong interpersonal skills

Analytical problem-solving

Digital literacy

Education

Post-secondary degree in related field

Registration to sell investment products

Tools

Social media tools

CRM software

Job description

A leading financial institution in Canada is looking for a Customer Service Representative to deliver exceptional service while engaging customers in their financial needs. The role requires expertise in financial products, a collaborative approach, and the ability to provide tailored banking solutions. Candidates should have 2-3 years of relevant experience, strong interpersonal skills, and a focus on compliance and risk management. The position offers a salary range of $36,600.00 - $67,500.00 and comes with various benefits, including health insurance and retirement savings plans.