Personal Banking Advisor: Lending & Home Financing

BMO Financial Group; Surrey; On-site; CAD 38,000 - 71,000; Full time

Job summary

A leading financial institution is seeking a dedicated customer service representative in Surrey, Canada. The role involves delivering exceptional service, conducting needs assessments, and providing tailored financial solutions to customers. Ideal candidates will have 2-3 years of relevant experience, a post-secondary degree, and fluency in English and Punjabi is a strong asset. The position offers a salary range of $38,500 to $71,000 and other benefits including health insurance and retirement plans.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Qualifications

• Typically between 2 - 3 years of relevant experience.
• Canada: Registration to sell investment products required.
• Confident in using social media and online tools.

Responsibilities

• Provide exceptional service to customers.
• Conduct needs assessments to recommend financial solutions.
• Engage with customers for loyalty and growth opportunities.

Skills

Fluency in English and Punjabi

Customer service experience

Relationship building

Problem solving

Collaborative team skills

Education

Post-secondary degree in related field

Lending qualifications and designations

Tools

Digital banking tools

Online applications

Job description

A leading financial institution is seeking a dedicated customer service representative in Surrey, Canada. The role involves delivering exceptional service, conducting needs assessments, and providing tailored financial solutions to customers. Ideal candidates will have 2-3 years of relevant experience, a post-secondary degree, and fluency in English and Punjabi is a strong asset. The position offers a salary range of $38,500 to $71,000 and other benefits including health insurance and retirement plans.