Personal Banking Advisor & Customer Experience Lead

BMO Financial Group; Whitby; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian financial institution seeks a dedicated individual for Retail Banking Sales and Service roles located in Whitby. The role involves providing exceptional customer service by identifying their financial needs and offering suitable solutions. Responsibilities include welcoming customers, guiding them through banking options, and working collaboratively with branch teams to enhance customer experiences in a dynamic environment.

Responsibilities

• Deliver exceptional service to customers by identifying their needs.
• Welcome customers and guide them through banking options.
• Work collaboratively with branch teams.

Job description

A leading Canadian financial institution seeks a dedicated individual for Retail Banking Sales and Service roles located in Whitby. The role involves delivering exceptional service to customers by identifying their needs and offering suitable financial solutions. Responsibilities include welcoming customers, guiding them through banking options, and providing relevant advice. Working collaboratively with branch teams, this position emphasizes enhancing customer experiences in a dynamic environment, with varied work schedules across multiple branches.