Customer Service and Sales Professional
3 weeks ago
We are seeking a skilled Customer Service and Sales Professional to join our team at BMO. As a key member of our branch and market team, you will be responsible for delivering exceptional service to our customers and prospects.
Key Responsibilities- Proactively engage with existing customers and prospects to grow loyalty and identify immediate/future opportunities.
- Provide needs-based assessments to recommend tailored solutions addressing both sales and service needs.
- Support customer transactions based on customer traffic.
- Engage customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
- Typically between 2-3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Registration to sell investment products completed - as appropriate for the jurisdiction.
- Appropriate lending qualifications and designations.
The estimated salary for this role is $48,000 - $85,000 per year, depending on location and experience. We offer a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
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Sales Team Lead
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