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Personal Banking Advisor: Client‑Focused Banking & Growth

BMO

London

On-site

CAD 34,000 - 52,000

Full time

Yesterday
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Job summary

A financial institution in London, Ontario, is seeking a customer service representative to deliver exceptional service and build strong relationships. The role involves collaborating with team members to enhance customer experiences and recommend financial solutions. Candidates should have relevant experience, strong interpersonal skills, and a commitment to customer satisfaction. This position offers a competitive salary range from $34,750 to $51,800, along with a comprehensive benefits package, including health insurance and retirement savings plans.

Benefits

Health insurance
Tuition reimbursement
Retirement savings plans

Qualifications

  • 1-2 years of relevant experience and/or certification in related field desirable.
  • Registration to sell investment products must be completed within 12 months in Canada.
  • Passionate commitment to helping customers.

Responsibilities

  • Collaborates with partners to identify referral opportunities.
  • Welcomes and guides customers at the branch.
  • Conducts client conversations about banking services.

Skills

Sales experience
Customer service skills
Interpersonal skills
Problem-solving skills
Analytical skills

Education

Relevant certification or degree

Tools

Social media
Tablets and smartphones
Online banking tools
Job description
A financial institution in London, Ontario, is seeking a customer service representative to deliver exceptional service and build strong relationships. The role involves collaborating with team members to enhance customer experiences and recommend financial solutions. Candidates should have relevant experience, strong interpersonal skills, and a commitment to customer satisfaction. This position offers a competitive salary range from $34,750 to $51,800, along with a comprehensive benefits package, including health insurance and retirement savings plans.
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