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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 through needs-based assessments to grow loyalty and identify opportunities.
• Conduct needs assessments to identify financial solutions and preferred banking channels, recommending tailored solutions for sales and service needs.
• Advise customers on digital and self-serve options to simplify banking.
• Support customer transaction needs based on traffic.
• Engage customers to grow BMO’s business by outreach, appointment generation, and community relationship building.
• Address questions and resolve issues from consumer credit audits and quality checks to ensure data accuracy and compliance with lending policies.
• 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, in accordance with policies.
• Collaborate as a key member of the 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 personalize customer experiences.
• Contribute to the improvement of the overall customer experience.
• Contribute to business results.
• Work at multiple branches or through various channels as needed; schedule may vary.
• Follow risk and compliance processes to safeguard customer assets and privacy.
• Stay 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 related to money laundering.
• Comply with legal and regulatory requirements.
• Protect the Bank's assets in compliance with all requirements.
• Complete complex and diverse tasks within given rules/limits, potentially handling escalations.
• Analyze issues and determine next steps.
• Accept broader work or accountabilities as needed.
• Take measured risks while protecting the bank by applying the Risk Management Framework, making sound and risk-informed decisions.

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.
• Canada only: Registration to sell investment products completed 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.

Skills

• Social media
• Tablets
• Smart phones
• Online tools
• Applications
• Consultative customer service
• Sales
• Interpersonal skills
• Listening
• Problem solving
• Flexibility
• Creativity
• Specialized knowledge
• Verbal communication
• Written communication
• Organization
• Collaboration
• Teamwork
• Analytical skills

Location

• 1182 Oxford St W

Work Type

• Salaried
• Full-time

Experience Level

• 2-3 years relevant experience

Education Level

• Post-secondary degree desirable or equivalent combination of education and experience

Salary/Compensations

• $37,000.00 - $70,000.00

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives
• Discretionary bonuses
• Other perks and rewards

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.