Personal Banking Advisor — Customer Solutions

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

BMO Financial Group, a leading North American financial services provider, seeks a customer-focused professional for Retail Banking Sales & Service. You will deliver service, understand customer needs, and guide them to suitable banking solutions across channels.

Join a collaborative team at BMO, contributing to branch performance while promoting digital and self-serve options for a fast, easy banking experience.

Qualifications

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers and how they meet customer needs.
• Confident with social media, tablets, smartphones, and online tools.
• Ability to help customers gain confidence using digital applications.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Collaborates with branch and partners to deliver a positive customer experience.
• Handles transactions and responds to customer inquiries with seamless execution.
• Escalates complex cases to managers as required.
• Supports risk and compliance processes to safeguard customer assets.

Skills

Interpersonal skills

Verbal/written comms

Organization skills

Team collaboration

Customer needs analysis

Social media familiarity

Digital tools use

Education

Post-secondary degree or certification

Tools

Social media tools

Online banking tools

Job description

BMO Financial Group, a leading North American financial services provider, seeks a customer-focused professional for Retail Banking Sales & Service. You will deliver service, understand customer needs, and guide them to suitable banking solutions across channels.

Join a collaborative team at BMO, contributing to branch performance while promoting digital and self-serve options for a fast, easy banking experience.