Personal Banking & Financial Solutions Advisor

BMO; Quesnel; On-site; CAD 36,000 - 68,000; Full time

Job summary

A major banking institution in Quesnel is seeking a dedicated professional in retail banking to enhance customer experiences. The ideal candidate will engage customers, identifying their needs and providing tailored financial solutions, while ensuring compliance with banking regulations. Applicants should have 2-3 years of experience in customer service or sales, preferably in financial services. The position offers a competitive salary range and benefits to support professional growth.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Qualifications

• 2-3 years of relevant experience.
• Experience in a consultative customer service or sales role.
• Working knowledge of personal and small business customer needs.

Responsibilities

• Proactively engage with customers through needs-based assessments.
• Provide tailored financial solutions and support transaction needs.
• Assist in credit recommendations and compliance with lending policies.

Skills

Customer experience

Consultative sales

Problem solving

Interpersonal skills

Familiarity with financial services

Education

Post-secondary degree in a related field

Registration to sell investment products (Canada)

Job description

A major banking institution in Quesnel is seeking a dedicated professional in retail banking to enhance customer experiences. The ideal candidate will engage customers, identifying their needs and providing tailored financial solutions, while ensuring compliance with banking regulations. Applicants should have 2-3 years of experience in customer service or sales, preferably in financial services. The position offers a competitive salary range and benefits to support professional growth.