Personal Banking Concierge & Customer Advocate

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

BMO is hiring for a Retail Banking role in Canada. You will deliver exceptional customer service, identify needs, and offer guidance on financial solutions. You will collaborate with colleagues to meet branch objectives and promote digital/self-serve options to make banking easy for customers.

Responsibilities include handling transactions, responding to inquiries, and escalating complex cases when needed. The role emphasizes risk awareness and regulatory compliance in daily tasks.

Qualifications

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• Verbal & written communication skills - basic (in business environment).
• Basic knowledge of personal, commercial and partner offers to serve customers’ needs.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance on financial solutions.
• Seeks referrals to BMO colleagues and supports customer requests for banking services.
• Executes routine tasks and transactions within service level agreements.
• Maintains knowledge of personal banking products and market trends to enhance conversations.

Skills

Customer service

Sales

Communication skills

Digital tools familiarity

Education

Post-secondary degree or certification desirable

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO is hiring for a Retail Banking role in Canada. You will deliver exceptional customer service, identify needs, and offer guidance on financial solutions. You will collaborate with colleagues to meet branch objectives and promote digital/self-serve options to make banking easy for customers.

Responsibilities include handling transactions, responding to inquiries, and escalating complex cases when needed. The role emphasizes risk awareness and regulatory compliance in daily tasks.