Personal Banking Advisor - Travel‑Ready Customer Concierge

BMO; Chatham; On-site; CAD 34,000 - 52,000; Full time

Job summary

A leading financial institution in Ontario seeks a Customer Service Advisor to deliver exceptional service and financial solutions to clients. Responsibilities include identifying customer needs, welcoming clients, and collaborating with bank partners for optimal customer experience. Ideal candidates have 1-2 years in customer service or sales, a willingness to obtain investment product registration, and strong interpersonal skills. Opportunities for training and growth are provided.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 1-2 years of experience in a consultative customer service or sales role.
• Registration to sell investment products must be completed within 12 months.
• Ability to use social media, tablets, smartphones, online tools.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and provide financial solutions.
• Collaborate with partners to grow customer relationships.

Skills

Customer service

Consultative sales

Interpersonal skills

Organization skills

Analytical skills

Problem solving

Education

Relevant experience or education in related field

Job description

A leading financial institution in Ontario seeks a Customer Service Advisor to deliver exceptional service and financial solutions to clients. Responsibilities include identifying customer needs, welcoming clients, and collaborating with bank partners for optimal customer experience. Ideal candidates have 1-2 years in customer service or sales, a willingness to obtain investment product registration, and strong interpersonal skills. Opportunities for training and growth are provided.