Become a Personal Banking Expert with BMO, offering exceptional services and tailored financial advice to customers. This role combines in-person assistance with strategic digital guidance for effective banking solutions.
As a part of BMO, you will engage warmly with clients while understanding their financial needs. Your mission is to provide effective solutions through collaboration with partners and strategic referrals. You will leverage your customer service experience to make banking simple and enjoyable.
Key Responsibilities:
• Identify potential referral opportunities with clients
• Welcome customers and explain digital service options
• Discuss banking services and recommend personalized alternatives
• Address customer transactions with efficient service
• Support branch goals and operational activities
Requirements:
• 1-2 years relevant customer service experience
• Registration to sell investment products (Canada)
• Effective use of digital ba...