Personal Banking Advisor: Solutions & Growth

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

Job summary

A leading financial institution in Barrie, Ontario is seeking a customer-focused representative to engage with clients, identify financial solutions, and enhance the overall banking experience. The ideal candidate will possess 2-3 years of relevant experience, a commitment to providing excellent customer service, and readiness to thrive in a collaborative environment. Opportunities for career advancement and competitive compensation are available. Join a company dedicated to positive change and customer satisfaction.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• 2 - 3 years of relevant experience.
• Experience in a consultative customer service or sales role.
• Ability to thrive in a consultative sales and team-based environment.

Responsibilities

• Engage with customers to identify financial solutions.
• Provide advice on digital and self-serve options.
• Conduct needs-based assessments to grow customer loyalty.

Skills

Customer service

Consultative sales

Problem-solving

Interpersonal skills

Communication skills

Education

Post-secondary degree in related field

Registration to sell investment products

Job description

A leading financial institution in Barrie, Ontario is seeking a customer-focused representative to engage with clients, identify financial solutions, and enhance the overall banking experience. The ideal candidate will possess 2-3 years of relevant experience, a commitment to providing excellent customer service, and readiness to thrive in a collaborative environment. Opportunities for career advancement and competitive compensation are available. Join a company dedicated to positive change and customer satisfaction.