Personal Banking Advisor – Customer Experience & Digital Guidance

BMO; City of Leduc; On-site; CAD 34,000 - 48,000; Full time

Job summary

A leading financial services provider in Canada seeks customer-focused individuals to deliver exceptional service. The role requires engaging with customers, identifying needs, and providing financial solutions. Ideal candidates should possess strong interpersonal skills and be comfortable with digital tools. A post-secondary education is preferred. Join a collaborative team dedicated to enhancing the customer experience and achieving business goals. Competitive salaried position with comprehensive benefits provided.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• No prior experience necessary; post-secondary degree or certification in related field is desirable.
• Confident use of social media and digital tools.
• Passionate commitment to helping customers.

Responsibilities

• Identifies customer needs and initiates referrals.
• Supports customer requests for banking services.
• Contributes to overall business objectives and customer experience.

Skills

Customer engagement

Interpersonal skills

Digital tool proficiency

Problem solving

Collaboration

Education

Post-secondary degree or certification

Job description

A leading financial services provider in Canada seeks customer-focused individuals to deliver exceptional service. The role requires engaging with customers, identifying needs, and providing financial solutions. Ideal candidates should possess strong interpersonal skills and be comfortable with digital tools. A post-secondary education is preferred. Join a collaborative team dedicated to enhancing the customer experience and achieving business goals. Competitive salaried position with comprehensive benefits provided.