Personal Banking Concierge

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement plans

Accident and life insurance

Job summary

BMO Financial Group in Canada is seeking a Frontline Banking Associate focused on delivering exceptional service to customers and prospects. You will identify needs, provide advice on financial solutions, and work across channels with partners to enhance the customer experience.

No prior experience is required; a post-secondary degree is desirable. The role is salaried and may involve flexibility in hours across branches, with comprehensive benefits.

Qualifications

• No prior experience necessary; post-secondary degree or certification in related field desirable.
• High-level knowledge of personal, commercial and partner offers and how they serve customers.
• Confident using social media, tablets, smartphones, online tools and applications.
• Strong interpersonal and communication skills; customer-focused.
• Willingness to collaborate and work in a team.

Responsibilities

• Identify customer needs and initiate referrals to BMO colleagues.
• Support requests for banking services, including transactions and inquiries.
• Welcome customers and address their banking service and transactional needs with seamless execution.
• Advise on digital and self-serve options to simplify banking.
• Escalate complex issues to managers as required.
• Contribute to branch business results and customer experience.
• Follow risk, compliance, and asset protection requirements.

Skills

Customer service

Needs analysis

Communication

Teamwork

Education

Post-secondary degree

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in Canada is seeking a Frontline Banking Associate focused on delivering exceptional service to customers and prospects. You will identify needs, provide advice on financial solutions, and work across channels with partners to enhance the customer experience.

No prior experience is required; a post-secondary degree is desirable. The role is salaried and may involve flexibility in hours across branches, with comprehensive benefits.