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About the Role

Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions. Works collaboratively to build relationships and deliver an exceptional customer experience, focusing on new client acquisition, growing assets under management, and increasing investment penetration.

Responsibilities

Takes a consultative approach to relationship building and uncovering financial opportunities.
Develops recommendations by taking a financial planning approach.
Provides financial advice, guidance, and solutions through a defined banking and investment solution set.
Collaborates with Financial Advisors for clients with complex financial needs.
Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify sales opportunities.
Makes recommendations on products, pricing, and services.
Connects customers with experts based on financial decisions.
Achieves results and meets sales targets by acquiring new assets and new clients.
Introduces and guides clients to use digital platforms and promotes adoption of digital features.
Develops, maintains, and executes a business plan, including sales strategies, to achieve sales objectives.
Identifies short and long-term value creation opportunities for target customer segments.
Actively participates in the community to identify prospects through relationship building and identifying centers of influence.
Coordinates outreach efforts for seminars, campaigns, or client events.
Cultivates strategic relationships with key client stakeholders to become a trusted advisor.
Sources new revenue and investments through client acquisition and deepening existing relationships.
Delivers consistent client service using established playbook and guidelines.
Supports client onboarding, documentation, and service delivery.
Escalates complex or unresolved client situations and complaints.
Develops solid product knowledge and financial expertise for an assigned portfolio of products.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Builds effective relationships with internal/external stakeholders.
Monitors sales and service performance against plan to identify gaps and implements action plans.
Provides individual and group training to mentor and coach branch personnel.
Reviews credit applications to ensure sound credit granting principles.
Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards.
Maintains the confidentiality of customer and Bank information.
Executes work to deliver timely, accurate, and efficient service.
Executes quality customer review meetings for retention and relationship expansion.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Takes measured risks while protecting the bank by applying the Risk Management Framework.
Makes sound and risk-informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws, and regulations.

Requirements

Typically, 3+ years of relevant experience.
Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
SIE Exam, Series 6, 63, 65, state Life and Health insurance licenses required; Series 7, and 66 licenses preferred.
If licenses are not currently held, they are required within 120 days of the role start date.
Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
In-depth understanding of brokerage and insurance products.
In-depth knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning.
In-depth understanding of personal trust and investment management.
In-depth knowledge of client portfolio management.
Technical proficiency gained through education and/or business experience.
This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry.
A criminal background review and credit history evaluation will be required for this position.
Restrictions on performing in a real estate agent capacity.

Skills

Financial Needs Discovery
Product & Solution Design
Investment, Insurance & Advisory Products
Deposit & Cash Management
Lending & Credit
Prospecting & Acquisition
Sales Strategy & Execution
Advisory & Communication
Client Onboarding, Experience & Retention
Portfolio & Relationship Management
Risk & Compliance
Learning Agility
Collaboration

Location

801 Clement St.

Work Type

Salaried
Full-time

Experience Level

3+ years of relevant experience

Education Level

Post-secondary degree in related field of study preferred, not required.

Salary/Compensations

$65,000.00 - $140,000.00

Benefits

Health insurance
Tuition reimbursement
Accident and 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 http://jobs.bmo.com/us/en

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.