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About the Role

Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions. Works collaboratively with partners to achieve business objectives and enhance customer experience. Welcomes and guides customers, offering advice on digital and self-serve options for easy banking. Acts as a lobby leader, conducting client conversations and recommending banking services and investment advice. Meets customer transaction needs with seamless execution, reviews customer profiles, and engages in needs-based conversations to address everyday banking and credit card needs. Contributes to branch business results and customer experience, supporting operational activities. Acts as a key member of a collaborative branch and market team, probing for customer needs and integrating marketing promotions. Organizes work for accuracy and completeness, taking initiative for creative and personal customer experiences. Contributes to business results and overall experience, potentially working at multiple branches with a flexible schedule. Follows risk and compliance processes, keeping current with the financial services marketplace and ethical requirements. Maintains knowledge of personal banking products and trends, identifying and reporting suspicious activity. Complies with legal and regulatory requirements, protecting bank assets. Completes complex tasks, analyzes issues, and escalates as needed, with potential for broader accountabilities. Takes measured risks within the Risk Management Framework, making sound, risk-informed decisions.

Responsibilities

Identify customer needs and provide advice on financial solutions.
Collaborate with partners to achieve business objectives and enhance customer experience.
Welcome and guide customers, offering advice on digital and self-serve options.
Conduct client conversations to recommend banking services and provide personal banking and investment advice.
Meet customer transaction needs with seamless execution.
Review customer profiles and engage in needs-based conversations.
Contribute to branch business results and customer experience.
Support operational activities.
Act as a key member of a collaborative branch and market team.
Probe for customer needs and integrate marketing promotions.
Organize work for accuracy and completeness.
Take initiative for creative and personal customer experiences.
Follow risk and compliance processes.
Maintain knowledge of personal banking products and trends.
Identify and report suspicious activity.
Comply with legal and regulatory requirements.
Protect bank assets.
Complete complex tasks, analyze issues, and escalate as needed.
Take measured risks within the Risk Management Framework.

Requirements

Typically between 1 – 2 years of relevant experience and/or certification in a related field of study, 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.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
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.
Good verbal & written communication skills.
Good organization skills.
Good collaboration & team skills.
Good analytical and problem solving skills.
Must be able to work at multiple branches or through various channels based on market needs.
Work schedule may differ from week to week in terms of days worked, hours, and shifts.

Skills

Social media
Tablets
Smart phones
Online tools
Applications
Consultative customer service
Sales
Personal customer experience
Specialized sales and business banking solutions
Interpersonal skills
Rapport building
Listening
Problem solving
Flexible response to challenges
Creative response to challenges
Verbal communication
Written communication
Organization
Collaboration
Teamwork
Analytical skills
Risk Management Framework

Location

2812 Mission St.

Work Type

Part-time
30 hours per week

Experience Level

1-2 years relevant experience

Education Level

Certification in related field of study desirable

Salary/Compensations

$44,300.00 - $66,400.00
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.

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

About the Company

BMO Financial Group’s purpose: Boldly Grow the Good in business and life.
Create lasting, positive change for customers, communities, and people.
Transform lives and businesses, and power economic growth.
Valued, respected, and heard as a member of the BMO team.
Opportunities to grow and make an impact.
Support with tools and resources to reach new milestones.
In-depth training and coaching.
Manager support and network-building opportunities.
Gain valuable experience and broaden skillset.
Leading bank driven by a single purpose: to Boldly Grow the Good in business and life.
Focused on building, investing, and transforming how we work to drive performance.
Fueling growth and expanding possibilities for individuals, families, and businesses.
More than 12 million customers count on us for personal and commercial banking, wealth management, and investment services.
8th largest bank in North America by assets.

Equal Opportunity

BMO is proud to be an equal employment opportunity employer.
We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics.
We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities.
If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.