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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 to achieve business objectives and enhance the customer experience.

Responsibilities

Proactively engage with existing customers and prospects by providing needs-based assessments to grow loyalty and identify opportunities.
Identify financial solutions and preferred banking channels while recommending tailored solutions addressing sales and service needs.
Offer advice and guidance on digital and self-serve options to simplify banking.
Support customer transaction needs based on traffic.
Engage customers to grow BMO’s business by generating appointments and building community relationships.
Address questions and resolve issues from consumer credit audits and quality checks.
Apply the risk management framework to protect the Bank's assets and maintain lending portfolio quality.
Make credit recommendations for personal lending transactions, including home financing.
Collaborate within a branch and market team.
Probe to understand customer needs and integrate marketing promotions into conversations.
Organize work information for accuracy and completeness.
Find creative approaches to make each customer’s experience feel personal.
Contribute to the ongoing improvement of the overall customer experience.
Follow through on risk and compliance processes and policies.
Keep current with the financial services marketplace, legal and regulatory environment, and ethical requirements.
Maintain current knowledge of personal banking products, practices, and trends.
Identify and report suspicious patterns of activity related to money laundering.
Comply with legal and regulatory requirements.
Protect the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Complete complex and diverse tasks within given rules/limits, potentially handling escalations.
Analyze issues and determine next steps.
Take measured risks while protecting the bank by applying the Risk Management Framework.

Requirements

Typically between 2 - 3 years of relevant experience.
Post-secondary degree in a related field of study desirable or an equivalent combination of education and experience.
Registration to sell investment products completed (Canada only, as appropriate for the jurisdiction).
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Working knowledge of retail investments and lending products.
Experience in financial services is an asset.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
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, including the ability to build rapport and connections with customers.
Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Specialized knowledge.
Good verbal & written communication skills.
Good organization skills.
Good collaboration & team skills.
Good analytical and problem solving skills.
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) (U.S. Only).
Federal registration with the Nationwide Mortgage Licensing System and Registry required (U.S. Only).
Criminal background review and credit history evaluation will be required (U.S. Only).
Restrictions on performing in a real estate agent capacity (U.S. Only).

Skills

Bilingual in English, Cantonese, and/or Mandarin Language is preferred.
Social media
Tablets
Smart phones
Online tools
Applications
Consultative customer service
Sales
Interpersonal skills
Listening
Problem solving
Flexibility
Creativity
Verbal communication
Written communication
Organization
Collaboration
Teamwork
Analytical skills

Location

2675 San Bruno Ave.

Work Type

Salaried
Full-time

Experience Level

2 - 3 years of relevant experience

Education Level

Post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

Salary/Compensations

$50,000.00 - $100,000.00

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.
We create lasting, positive change for our customers, our communities and our people.
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 support you with the tools and resources you need to reach new milestones.
We help you gain valuable experience, and broaden your skillset through in-depth training and coaching, manager support and network-building opportunities.

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.