Personal Banking Advisor & Service Pro

BMO U.S.; Vancouver; 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 is hiring in Vancouver for a Retail Banking Sales & Service role. You will deliver exceptional service, understand customer needs, and guide clients to suitable financial solutions.

You’ll work with colleagues across channels to enhance the customer experience and drive branch performance. You’ll handle transactions, offer digital and self-serve options, and escalate complex issues when needed, while upholding regulatory and privacy standards and contributing to a

Qualifications

• No prior experience required; post-secondary degree or certification desirable.
• Strong customer focus with ability to identify needs and offer suitable solutions.
• Comfortable using social media, tablets, smartphones and online banking tools.
• Excellent verbal and written communication in business contexts.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide advice on financial solutions.
• Navigate banking transactions and respond to inquiries.
• Refer opportunities to BMO colleagues to meet branch goals.
• Support branch operations and ensure accurate records.

Skills

Customer service

Communication

Sales referrals

Digital tools proficiency

Interpersonal skills

Education

Post-secondary degree or certification

Job description

BMO Financial Group is hiring in Vancouver for a Retail Banking Sales & Service role. You will deliver exceptional service, understand customer needs, and guide clients to suitable financial solutions.

You’ll work with colleagues across channels to enhance the customer experience and drive branch performance. You’ll handle transactions, offer digital and self-serve options, and escalate complex issues when needed, while upholding regulatory and privacy standards and contributing to a