Personal Banking Advisor — Client Growth & Advice

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

Job summary

A leading financial institution is seeking individuals to deliver exceptional service in customer-facing roles. Responsibilities include assisting customers with banking options and providing financial advice. The ideal candidate has 1-2 years of relevant experience and a commitment to delivering a personal customer experience. This role offers a competitive salary and opportunities for professional growth.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• 1-2 years of relevant experience or certification desirable.
• Confident in using online banking tools.
• Background in customer service or sales.

Responsibilities

• Deliver exceptional service to customers.
• Assist customers in the branch lobby.
• Conduct client conversations about banking services.

Skills

Customer Service

Consultative Sales

Interpersonal Skills

Problem Solving

Communication Skills

Education

Relevant Certification in related field

Registration to sell investment products

Tools

Social Media Tools

Tablets and Smartphones

Job description

A leading financial institution is seeking individuals to deliver exceptional service in customer-facing roles. Responsibilities include assisting customers with banking options and providing financial advice. The ideal candidate has 1-2 years of relevant experience and a commitment to delivering a personal customer experience. This role offers a competitive salary and opportunities for professional growth.