Personal Banking Advisor: Create Seamless Customer Experiences

BMO Financial Group; Milton; On-site; CAD 34,000 - 48,000; Full time

Job summary

A leading financial institution in Milton, Canada is seeking individuals for a Retail Banking Sales & Service role. Candidates will deliver exceptional customer service, support banking transactions, and offer advice on financial solutions. No prior experience is necessary and a post-secondary degree is preferred. The role includes operational support and customer engagement tasks, all aimed at enhancing the customer experience. Competitive salary ranges from $34,750 to $47,250 with various benefits.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• Basic knowledge of specialized sales and business banking solutions.

Responsibilities

• Identifies customer needs and initiates referrals to colleagues.
• Supports customer requests for banking services.
• Offers advice on available digital and self-serve options.

Skills

Customer service

Interpersonal skills

Problem solving

Team collaboration

Basic sales knowledge

Education

Post-secondary degree or certification

Tools

Online banking tools

Digital applications

Job description

A leading financial institution in Milton, Canada is seeking individuals for a Retail Banking Sales & Service role. Candidates will deliver exceptional customer service, support banking transactions, and offer advice on financial solutions. No prior experience is necessary and a post-secondary degree is preferred. The role includes operational support and customer engagement tasks, all aimed at enhancing the customer experience. Competitive salary ranges from $34,750 to $47,250 with various benefits.