Personal Banking & Lending Advisor

BMO Financial Group; Eastern Ontario; On-site; CAD 36,000 - 68,000; Full time

Job summary

A leading financial services firm in Kingston, Ontario, is seeking a dedicated customer service representative to deliver exceptional service and identify customer needs. You will proactively engage with customers, providing tailored financial solutions and support to enhance their banking experience. The ideal candidate has 2-3 years of relevant experience and a passion for helping customers. This role offers competitive salary and a comprehensive benefits package.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• Typically between 2 - 3 years of relevant experience.
• Registration to sell investment products completed as appropriate.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Deliver exceptional customer service and identify customer needs.
• Engage customers for needs-based assessments to grow loyalty.
• Support customer transactions based on traffic.
• Contribute to overall business results and customer experience.

Skills

Customer Service Experience

Consultative Sales Skills

Interpersonal Skills

Problem-Solving Skills

Ability to Thrive in Team Environment

Education

Post-secondary degree in related field

Job description

A leading financial services firm in Kingston, Ontario, is seeking a dedicated customer service representative to deliver exceptional service and identify customer needs. You will proactively engage with customers, providing tailored financial solutions and support to enhance their banking experience. The ideal candidate has 2-3 years of relevant experience and a passion for helping customers. This role offers competitive salary and a comprehensive benefits package.