Personal Banking Advisor: Elevate Customer Experience

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

Job summary

A leading financial institution in Kelowna seeks a Customer Service Advisor to deliver exceptional service and identify financial solutions for customers. The role requires 1-2 years of customer service experience and a passion for helping others. Candidates should possess strong interpersonal skills and a focus on results in a consultative sales environment. The position offers a salary range of $34,750 to $51,800, along with performance-based incentives and benefits including health insurance and retirement savings plans.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 1-2 years of relevant experience and/or certification in a related field of study.
• Confident in using social media and digital tools.
• Passionate commitment to helping customers.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs for financial solutions.
• Meet customer transaction-based needs with seamless execution.

Skills

Customer service experience

Sales knowledge

Interpersonal skills

Problem-solving skills

Communication skills

Education

Certification in relevant field

1-2 years of relevant experience

Job description

A leading financial institution in Kelowna seeks a Customer Service Advisor to deliver exceptional service and identify financial solutions for customers. The role requires 1-2 years of customer service experience and a passion for helping others. Candidates should possess strong interpersonal skills and a focus on results in a consultative sales environment. The position offers a salary range of $34,750 to $51,800, along with performance-based incentives and benefits including health insurance and retirement savings plans.