Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Responsibilities include :
- Collaborates with BMO partners to identify referral opportunities.
- Welcomes and guides customers in the branch lobby.
- Assists in conducting client conversations about banking services.
- Meets customer transaction-based needs.
- Reviews customer profiles and engages in needs-based conversations.
- Contributes to meeting branch business results.
- Supports operational activities.
- Acts as a key member of a collaborative branch team.
- Probes to understand customer personal banking needs.
- Organizes work information for accuracy.
- Takes initiative to personalize customer experience.
- Contributes to the ongoing improvement of the customer experience.
- May work at multiple branches or through various channels.
- Follows risk and compliance processes.
- Keeps current with financial services marketplace and regulatory environment.
- Maintains knowledge of personal banking products.
- Identifies and reports suspicious patterns of activity.
- Complies with legal and regulatory requirements.
- Protects the Bank's assets.
- Completes complex tasks within given rules.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned.
Qualifications :
Typically between 1 2 years of relevant experience and / or certification.Canada only : Registration to sell investment products completed or in progress.Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.Some experience in consultative customer service or sales roles.Basic knowledge of specialized sales and business banking solutions.Passionate commitment to helping customers.Drive to deliver a personal customer experience.Focus on results and ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills.Aptitude for listening, solving problems, and responding flexibly to new challenges.Basic specialized knowledge.Good verbal and written communication skills.Good organization skills.Good collaboration and team skills.Good analytical and problem-solving skills.Salary : $41,714.00 - $50,500.00
Pay Type : Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.