Personal Banking Advisor: Expert Service & Solutions

BMO; Granby; 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

Job summary

BMO Financial Group in Canada is recruiting for a Sales/Customer Service oriented role within Retail Banking Sales & Service. The position involves guiding customers in-branch, promoting digital channels, and identifying opportunities to grow relationships with BMO partners.

The role emphasizes consultative service, meeting daily banking needs, and maintaining compliance while delivering a personal customer experience. Salary is provided and benefits are offered.

Qualifications

• Experience in a consultative customer service or sales role.
• Strong verbal and written communication.
• Ability to collaborate in a team and deliver a personal customer experience.

Responsibilities

• Welcome customers at the branch lobby and guide them to digital/self-serve options.
• Identify referral opportunities to grow customer relationships with BMO partners.
• Conduct needs-based conversations to address everyday banking and credit card needs.
• Ensure accurate and complete work information and follow risk/compliance processes.
• Contribute to branch business results and customer experience.

Skills

Customer service

Sales

Communication

Interpersonal skills

Team collaboration

Problem solving

Organization

Education

Registration to sell investment products

Job description

BMO Financial Group in Canada is recruiting for a Sales/Customer Service oriented role within Retail Banking Sales & Service. The position involves guiding customers in-branch, promoting digital channels, and identifying opportunities to grow relationships with BMO partners.

The role emphasizes consultative service, meeting daily banking needs, and maintaining compliance while delivering a personal customer experience. Salary is provided and benefits are offered.