Role OverviewDelivers exceptional service to BMO customers and prospects, identifying customer needs and providing advice and guidance on financial solutions. Collaborates with BMO partners to deliver the desired customer experience and achieve business objectives.
What You Will Do
Meets customer transaction-based needs, reviews customer profiles, and engages customers in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs.
Why It Might Be a Fit
Requires a confident and experienced individual in using social media, tablets, and online tools, with a drive to deliver a personal customer experience, and a focus on results in a consultative sales and team-based environment.
Requirements
- Typically between 1 – 2 years of relevant experience
- Registration to sell investment products completed or in progress (must be completed within 12 months)
- 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
- Basic knowledge of specialized sales and business banking solutions
- Passionate commitment to helping customers
- Drive to deliver a personal customer experience
- A focus on results and the 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, including the ability to build rapport and connections with customers
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
- Basic specialized knowledge
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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