Personal Banking Advisor – Digital Solutions & Service

BMO; Brampton; On-site; CAD 35,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in Canada is seeking a customer-focused banking professional to deliver outstanding service and guidance on everyday banking needs. You will identify customer needs, refer to specialists when appropriate, and support transactions while adhering to Risk and Compliance guidelines.

Collaborating with branch teams and partners, you’ll promote digital self-service options and build trust through clear communication and personalized recommendations.

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 each can best serve customers' individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Highly skilled at helping people who don't find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
• Projects a professional presence.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

Responsibilities

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and customer inquiries.
• Welcomes customers and meets their banking service and transactional needs with seamless execution.
• Offers advice on digital and self-serve options to make banking easy and fast.
• Reviews customer profiles and engages customers in needs-based conversations for opportunities.
• Escalates complex situations to managers as required.
• Contributes to branch business results and the customer experience.
• Supports operational activities including inventory management and filing.
• Loads, reconciles cash transactions between treasury and branch units.
• Executes routine tasks within service level agreements.
• Works as a key member of a collaborative branch and market team.
• Probes to understand personal banking and credit card needs and integrates promotions.
• Organizes work information for accuracy and completeness.
• Finds creative approaches to personalize customer experiences.
• Looks for ways to improve the overall customer experience.

Skills

Customer service orientation

Needs-based discovery

Digital adoption support

Verbal communication

Written communication

Team collaboration

Risk and compliance awareness

Flexibility/adaptability

Education

Post-secondary degree or certification

Tools

Social media usage

Online tools/apps

Job description

BMO Financial Group in Canada is seeking a customer-focused banking professional to deliver outstanding service and guidance on everyday banking needs. You will identify customer needs, refer to specialists when appropriate, and support transactions while adhering to Risk and Compliance guidelines.

Collaborating with branch teams and partners, you’ll promote digital self-service options and build trust through clear communication and personalized recommendations.