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Personal Banking Advisor
2 months ago
Position: Personal Banking Specialist at BMO Financial Group
Job Overview:
- Provides outstanding service to BMO clients and potential clients by understanding their requirements and offering tailored financial guidance.
- Proactively interacts with clients to enhance loyalty and uncover new opportunities.
- Offers insights on digital banking solutions to streamline the banking process.
- Facilitates customer transactions and addresses concerns promptly.
- Contributes to organizational growth by fostering community relationships and engaging with clients.
- Implements risk management strategies and adheres to regulatory standards.
- Serves as a vital member of the branch team and participates in credit assessments.
- Aims for ongoing enhancement in customer satisfaction and branch efficiency.
Qualifications:
- 2-3 years of relevant experience, with a preference for candidates holding a post-secondary degree in a related discipline.
- Understanding of personal and small business banking requirements and solutions.
- Background in financial services and consultative sales roles.
- Excellent interpersonal, communication, and problem-solving abilities.
Compensation and Benefits:
$41,000 - $63,700 annually
Pay Structure: Salaried
BMO Financial Group provides competitive salaries and benefits, including performance-based incentives, health coverage, tuition reimbursement, and retirement savings plans. More details are available on our website.
About BMO Financial Group:
BMO is committed to Boldly Growing the Good in business and life. We prioritize creating positive impacts for our clients and communities. As part of our organization, you will have opportunities for growth, influence, and professional development.
Inclusivity Statement:
BMO is dedicated to promoting an inclusive and accessible workplace where diversity is celebrated. We are an equal opportunity employer, encouraging applicants from varied backgrounds. Accommodations are available for candidates throughout the selection process.