Personal Banking Advisor: Tailored Financial Guidance

BMO; Victoria; Sur place; CAD 36 000 - 65 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Résumé du poste

BMO in Victoria, Canada seeks a Retail Banking Sales & Service professional to deliver exceptional customer experiences, assess needs, and guide customers toward suitable financial solutions. You will work with branch teams and partners to grow relationships and promote digital channels.

Responsibilities include advising on banking products, supporting risk and compliance, and helping customers complete applications while ensuring privacy and security. Flexible shifts may apply.

Qualifications

• 1–2 years of relevant experience or certification.
• Canada only: Registration to sell investment products completed or in progress.
• Confident with social media, tablets, smartphones, and online tools.
• Experience in consultative customer service or sales.
• Knowledge of banking solutions to refer to specialists.

Responsabilités

• Provide exceptional service to BMO customers and prospects.
• Identify needs and advise on financial solutions.
• Collaborate with branch and partners to deliver customer experience.
• Guide customers to digital and self-serve options.
• Support risk and compliance processes.

Connaissances

Customer service

Sales experience

Communication skills

Problem solving

Team collaboration

Formation

High school diploma or equivalent

Description du poste

BMO in Victoria, Canada seeks a Retail Banking Sales & Service professional to deliver exceptional customer experiences, assess needs, and guide customers toward suitable financial solutions. You will work with branch teams and partners to grow relationships and promote digital channels.

Responsibilities include advising on banking products, supporting risk and compliance, and helping customers complete applications while ensuring privacy and security. Flexible shifts may apply.