Personal Banking Advisor — Customer Experience

BMO Financial Group; St. Albert; On-site; CAD 34,000 - 48,000; Full time

Job summary

A leading financial services provider in Canada is seeking a Retail Banking Sales & Service associate to deliver exceptional customer service. You will identify customer needs, support banking services, and manage transactions. The ideal candidate is enthusiastic and has a strong focus on customer experience. This role offers a competitive salary range and comprehensive benefits, including health insurance and tuition reimbursement.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• No prior experience necessary; post-secondary degree or certification in related field is desirable.
• High-level knowledge of personal, commercial and partner offers.
• Confident in the use of social media and online tools.
• Strong interpersonal skills to build rapport with customers.

Responsibilities

• Identifies customer needs and initiates referrals to colleagues.
• Supports customer requests for banking services.
• Manages and reconciles cash transactions.
• Engages customers to identify potential opportunities.

Skills

Customer service

Interpersonal skills

Digital proficiency

Problem solving

Team collaboration

Education

Post-secondary degree or certification in related field

Job description

A leading financial services provider in Canada is seeking a Retail Banking Sales & Service associate to deliver exceptional customer service. You will identify customer needs, support banking services, and manage transactions. The ideal candidate is enthusiastic and has a strong focus on customer experience. This role offers a competitive salary range and comprehensive benefits, including health insurance and tuition reimbursement.