Personal Banking Advisor: Grow Relationships & Solutions

BMO; London; On-site; CAD 36,000 - 68,000; Full time

Job summary

A leading financial institution in Ontario is seeking a skilled customer service representative to engage with clients and provide tailored financial solutions. The ideal candidate has 2-3 years of experience and a related post-secondary degree. Responsibilities include understanding customer needs, offering advice, and ensuring compliance with financial regulations. A commitment to delivering exceptional customer experience is essential. This role provides competitive salary and comprehensive benefits including health insurance and retirement plans.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• Typically between 2 - 3 years of relevant experience.
• Confident in using tablets and smart devices.
• Strong interpersonal skills to build rapport with customers.

Responsibilities

• Engage with customers to identify financial solutions.
• Resolve customer inquiries and improve customer experience.
• Make credit recommendations based on sound principles.

Skills

Customer engagement

Financial solutions advice

Consultative customer service

Social media proficiency

Problem-solving

Education

Post-secondary degree in related field

Tools

Online tools and applications

Job description

A leading financial institution in Ontario is seeking a skilled customer service representative to engage with clients and provide tailored financial solutions. The ideal candidate has 2-3 years of experience and a related post-secondary degree. Responsibilities include understanding customer needs, offering advice, and ensuring compliance with financial regulations. A commitment to delivering exceptional customer experience is essential. This role provides competitive salary and comprehensive benefits including health insurance and retirement plans.