Personal Banking Advisor

3 weeks ago


Oakville, Ontario, Canada BMO Full time

At BMO Financial Group, we strive to help our customers achieve their financial goals and dreams. As a Personal Banking Associate, you will be the face of our organization, delivering exceptional service to our customers and prospects.

Key Responsibilities
  • Deliver personalized banking solutions to meet customer needs and preferences.
  • Collaborate with cross-functional teams to identify referral opportunities and grow customer relationships.
  • Provide guidance on available digital and self-serve options to make it easy, simple, and fast for customers to bank with BMO.
  • Conduct client conversations about banking services to recommend alternative channels and provide personal banking advice.
  • Meet customer transaction-based needs with seamless execution.
  • Review customer profiles and engage in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contribute to meeting branch business results and the customer experience.
Requirements
  • Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
  • Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Compensation and Benefits

The salary range for this position is $45,000 - $62,000 per year, depending on location, skills, experience, education, and qualifications for the role. In addition to a competitive salary, BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are committed to an inclusive, equitable, and accessible workplace where everyone feels valued and respected. By learning from each other's differences, we gain strength through our people and perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.



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