What are the responsibilities and job description for the Financial Services Representative position at BMO Financial Group?
Job Summary
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their needs.
Key Responsibilities:
- Deliver exceptional customer service and build strong relationships with customers and prospects
- Identify customer needs and provide advice and guidance on financial solutions
- Work collaboratively with branch teams and BMO partners to deliver a seamless customer experience
- Contribute to meeting branch business results and customer experience goals
- Support operational activities, such as inventory management and escalated service requests
Requirements:
- Typically 1-2 years of relevant experience and/or certification in a related field
- Registration to sell investment products completed or in progress (as required by jurisdiction)
- Confident and experienced in using social media, tablets, smartphones, and online tools
- Some experience in a consultative customer service or sales role
What We Offer:
- A competitive salary range of $41,000 - $57,000
- A comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans
- Opportunities for professional growth and development
About BMO Financial Group:
BMO Financial Group is a leading financial institution with a commitment to delivering exceptional customer service and building strong relationships with our customers and communities. We are driven by a shared purpose: Boldly Grow the Good in business and life.
Salary : $41,000 - $57,000
