Personal Banking Advisor: Elevate Customer Experience

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

Job summary

A prominent financial services company is seeking a dedicated individual for a customer service role in Swift Current. You will be responsible for delivering exceptional service, identifying customer needs, and providing advice on financial solutions. The ideal candidate has 1-2 years of experience, excellent interpersonal skills, and a commitment to customer satisfaction. A registration to sell investment products is required. Competitive salary range from $34,750.00 to $51,800.00 with additional benefits offered.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Qualifications

• 1-2 years of relevant experience in customer service or sales.
• Registration to sell investment products is in progress or must be completed within 12 months.
• Confident in using social media and digital tools.

Responsibilities

• Deliver exceptional service to customers and identify their needs.
• Collaborate with partners to identify referral opportunities.
• Guide customers on available banking options for a seamless experience.

Skills

Customer service experience

Consultative sales skills

Strong interpersonal skills

Analytical and problem-solving skills

Basic specialized knowledge

Education

Relevant certification or equivalent experience

Job description

A prominent financial services company is seeking a dedicated individual for a customer service role in Swift Current. You will be responsible for delivering exceptional service, identifying customer needs, and providing advice on financial solutions. The ideal candidate has 1-2 years of experience, excellent interpersonal skills, and a commitment to customer satisfaction. A registration to sell investment products is required. Competitive salary range from $34,750.00 to $51,800.00 with additional benefits offered.