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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 within the branch and through various channels with BMO partners to achieve business objectives and deliver the desired customer experience.

Responsibilities

• Collaborates with BMO partners to identify referral opportunities.
• Welcomes and guides customers, offering advice on digital and self-serve options.
• Conducts client conversations about banking services to recommend alternative channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in needs-based conversations to identify opportunities and address everyday banking and credit card needs.
• Contributes to meeting branch business results and customer experience goals.
• Supports operational activities such as inventory management, escalated service requests, customer application follow-up, filing, and opening/closing activities.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs, integrating marketing promotions into conversations to provide strategic advice.
• Organizes work information for accuracy and completeness.
• Takes initiative to find creative approaches to make customer experiences personal.
• Looks for ways to contribute to the ongoing improvement of the overall customer experience.
• Contributes to business results and the overall experience delivered.
• May work at multiple branches or through various channels based on market needs; work schedule may differ.
• Follows through on risk and compliance processes and policies.
• Keeps current with the financial services marketplace, legal and regulatory environment, and ethical requirements.
• Maintains current knowledge of personal banking products, practices, and trends.
• Identifies and reports suspicious patterns of activity related to money laundering.
• Complies with legal and regulatory requirements.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex and diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.
• Takes measured risks while protecting the bank by applying 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.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

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
• Problem solving
• Verbal communication
• Written communication
• Organization
• Collaboration
• Teamwork
• Analytical skills

Location

• 643 Commissioners Road East

Work Type

• Salaried
• Full-time

Experience Level

• 1-2 years relevant experience

Education Level

• Certification in related field of study desirable

Salary/Compensations

• $34,750.00 - $51,800.00

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans

About the Company

• At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
• As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
• To find out more visit us at https://jobs.bmo.com/ca/en.

Equal Opportunity

• BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.