Personal Banking Advisor: Trusted Guidance & Growth

BMO Financial Group; Saint-Constant; On-site; CAD 36,000 - 55,000; Full time

Job summary

A prominent financial institution in Montérégie is looking for individuals dedicated to delivering exceptional customer service in retail banking. The role involves guiding customers through digital options and identifying opportunities to enhance customer relationships. Successful candidates will have a background in customer service with strong interpersonal skills and a consultative sales approach. A commitment to helping customers and achieving business goals is vital. The position offers a competitive salary range and various benefits, fostering a positive work environment.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• 1-2 years of relevant experience and/or certification in related field.
• Registration to sell investment products in progress.
• Experience in consultative customer service or sales roles.
• Basic knowledge of specialized sales and banking solutions.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Guide customers on digital banking options.
• Identify referral opportunities for growth.
• Meet customer transaction needs seamlessly.
• Support operational activities within the branch.

Skills

Customer service experience

Interpersonal skills

Consultative sales

Social media proficiency

Problem-solving skills

Education

1-2 years of relevant experience

Certification in related field

Job description

A prominent financial institution in Montérégie is looking for individuals dedicated to delivering exceptional customer service in retail banking. The role involves guiding customers through digital options and identifying opportunities to enhance customer relationships. Successful candidates will have a background in customer service with strong interpersonal skills and a consultative sales approach. A commitment to helping customers and achieving business goals is vital. The position offers a competitive salary range and various benefits, fostering a positive work environment.