Personal Banking Concierge

BMO U.S.; Kamloops; On-site; CAD 36,000 - 51,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is hiring in Kamloops for a Retail Banking Sales & Service role. You will deliver exceptional service, identify customer needs, and guide customers toward financial solutions while working with branch teams to ensure a seamless experience.

The role involves handling transactions, referrals, and promoting digital banking options to a broad customer base. Ideal candidates are customer-centric, with strong communication and teamwork skills, and a willingness to learn about personal and

Qualifications

• No prior experience required; post-secondary degree or certification in related field is desirable.
• High-level knowledge of personal, commercial and partner offers and how they serve customers.
• Confident with social media, tablets, smartphones, online tools and apps.
• Able to help customers gain confidence using digital applications.
• Professional presence and strong customer focus.
• Basic knowledge of sales and business banking solutions for referrals.
• Commitment to helping customers and delivering a personal experience.
• Self-starter who can collaborate across teams and adapt to shifting schedules.
• Strong listening, problem-solving and communication skills.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and offers advice on financial solutions.
• Collaborates with branch and partners to enhance customer experience.
• Handles transactions and customer inquiries; initiates referrals to colleagues.
• Promotes digital/self-serve options and makes banking easy and fast.
• Executes routine tasks within service level agreements and supports branch operations.

Skills

Needs-based advice

Digital tools

Professional presence

Business banking basics

Customer-centric

Personalized service

Proactive

Team player

Interpersonal skills

Problem solving

Communication skills

Organizational skills

Team collaboration

Education

Post-secondary degree/ certification

Job description

BMO U.S. is hiring in Kamloops for a Retail Banking Sales & Service role. You will deliver exceptional service, identify customer needs, and guide customers toward financial solutions while working with branch teams to ensure a seamless experience.

The role involves handling transactions, referrals, and promoting digital banking options to a broad customer base. Ideal candidates are customer-centric, with strong communication and teamwork skills, and a willingness to learn about personal and