Personal Banking Advisor & Client Experience Lead

BMO Financial Group; Burnaby; On-site; CAD 36,000 - 55,000; Full time

Job summary

A major financial institution in Burnaby seeks a candidate committed to delivering exceptional customer service and financial solutions. The role involves guiding customers through their banking needs while collaborating with partners to enhance relationships. You will need strong interpersonal skills and a drive to provide a personal experience. Responsibilities include conducting client conversations and managing transactions. The position offers a dynamic work environment with opportunities for growth and includes a competitive salary with benefits.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• Must complete registration to sell investment products within 12 months.
• Able to provide a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions.

Responsibilities

• Deliver exceptional service to customers and provide financial solution guidance.
• Collaborate with partners to enhance customer relationships.
• Welcome customers and guide them through available options.
• Conduct client conversations about banking services.
• Meet customer transaction needs efficiently.

Skills

Confident in using social media and online tools

Customer service experience

Interpersonal skills

Analytical problem-solving skills

Education

1-2 years of relevant experience or equivalent education

Job description

A major financial institution in Burnaby seeks a candidate committed to delivering exceptional customer service and financial solutions. The role involves guiding customers through their banking needs while collaborating with partners to enhance relationships. You will need strong interpersonal skills and a drive to provide a personal experience. Responsibilities include conducting client conversations and managing transactions. The position offers a dynamic work environment with opportunities for growth and includes a competitive salary with benefits.