Relationship Banking Specialist

BMO; Whitehorse; On-site; CAD 46,000 - 86,000; Full time

Job summary

A leading financial institution in Yukon seeks an experienced customer-focused professional to engage clients and provide tailored financial solutions. The individual will help grow customer loyalty and ensure a positive banking experience. Responsibilities include assessing customer needs, providing financial advice, and collaborating with team members to meet business objectives. The ideal candidate has a background in customer service and finance, with strong interpersonal and problem-solving skills. BMO values inclusive workplace practices and offers competitive salary and benefits.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 2-3 years of relevant experience in financial services.
• Registration to sell investment products in Canada.
• Experience in consultative customer service or sales role.

Responsibilities

• Lead customer engagement by providing needs-based assessments.
• Offer tailored financial solutions addressing sales and service needs.
• Analyze customer issues and recommend solutions.

Skills

Customer service experience

Sales skills

Interpersonal skills

Problem solving

Education

Post-secondary degree in related field

Tools

Financial solutions knowledge

Social media

Job description

A leading financial institution in Yukon seeks an experienced customer-focused professional to engage clients and provide tailored financial solutions. The individual will help grow customer loyalty and ensure a positive banking experience. Responsibilities include assessing customer needs, providing financial advice, and collaborating with team members to meet business objectives. The ideal candidate has a background in customer service and finance, with strong interpersonal and problem-solving skills. BMO values inclusive workplace practices and offers competitive salary and benefits.