Personal Banking Advisor - Elevate Client Experiences

BMO; Kelowna; On-site; CAD 34,000 - 52,000; Full time

Job summary

A leading financial institution in Canada is seeking a Customer Service Representative to enhance customer experiences. The role involves welcoming customers, identifying banking needs, and providing tailored financial advice. Candidates should possess 1-2 years of relevant experience and strong interpersonal skills. A commitment to personal customer service is essential. A competitive salary and comprehensive benefits package are offered to successful candidates.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 1-2 years of relevant experience or equivalent education.
• Registration to sell investment products in progress.
• Strong interpersonal skills and customer-focused attitude.

Responsibilities

• Welcome and guide customers in branch.
• Identify referral opportunities and banking needs.
• Support operational activities and risk compliance.

Skills

Customer service experience

Consultative skills

Sales experience

Interpersonal skills

Analytical skills

Education

Relevant certification or education

Tools

Online tools and applications

Job description

A leading financial institution in Canada is seeking a Customer Service Representative to enhance customer experiences. The role involves welcoming customers, identifying banking needs, and providing tailored financial advice. Candidates should possess 1-2 years of relevant experience and strong interpersonal skills. A commitment to personal customer service is essential. A competitive salary and comprehensive benefits package are offered to successful candidates.