Personal Banking Associate — Elevate Client Experience

BMO; Sidney; On-site; CAD 36,000 - 55,000; Full time

Job summary

A leading financial institution in Sidney is looking for a Retail Banking Sales and Service Representative. You will deliver exceptional customer service and provide financial guidance. Ideal candidates have 1-2 years of relevant experience, a passion for customer service, and strong interpersonal skills. You will manage customer transactions and collaborate with team members to enhance the customer experience. Benefits include health insurance, retirement plans, and tuition reimbursement.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• Typically between 1 - 2 years of relevant experience and/or certification in related field.
• Confident in using social media, tablets, smartphones, online tools.
• Basic knowledge of specialized sales and banking solutions.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and provide advice on financial solutions.
• Support operational activities like inventory management and escalated service requests.

Skills

Customer service

Sales experience

Interpersonal skills

Analytical skills

Education

Certification in related field

Job description

A leading financial institution in Sidney is looking for a Retail Banking Sales and Service Representative. You will deliver exceptional customer service and provide financial guidance. Ideal candidates have 1-2 years of relevant experience, a passion for customer service, and strong interpersonal skills. You will manage customer transactions and collaborate with team members to enhance the customer experience. Benefits include health insurance, retirement plans, and tuition reimbursement.