Personal Banking Advisor: Customer Growth & Guidance

BMO; Sherbrooke; On-site; CAD 36,000 - 55,000; Full time

Job summary

A leading financial services company is seeking a proactive Customer Relationship Advisor in Sherbrooke, Canada. The role involves identifying customer needs, offering tailored financial solutions, and enhancing overall user experience. Candidates should possess 1-2 years of experience in customer service or banking, excellent interpersonal skills, and the ability to thrive in a collaborative environment. This position offers a salary range of $36,000.00 - $54,500.00 and includes various benefits such as health insurance and tuition reimbursement.

Benefits

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Qualifications

• 1-2 years of relevant experience and/or certification in a related field.
• Registration to sell investment products is an asset.
• Basic knowledge of specialized sales and business banking solutions.

Responsibilities

• Identifies customer needs and provides financial solutions.
• Collaborates with partners to grow customer relationships.
• Guides customers on banking services and self-serve options.

Skills

Customer service experience

Consultative sales skills

Social media proficiency

Interpersonal skills

Problem-solving skills

Education

Relevant certification or degree

Job description

A leading financial services company is seeking a proactive Customer Relationship Advisor in Sherbrooke, Canada. The role involves identifying customer needs, offering tailored financial solutions, and enhancing overall user experience. Candidates should possess 1-2 years of experience in customer service or banking, excellent interpersonal skills, and the ability to thrive in a collaborative environment. This position offers a salary range of $36,000.00 - $54,500.00 and includes various benefits such as health insurance and tuition reimbursement.