What are the responsibilities and job description for the Banking and Sales Expert position at BMO Financial?
About Us:
BMO Financial Group is a leading financial institution committed to providing exceptional customer service and driving growth through innovation and excellence. Our team is dedicated to building long-term relationships with customers, communities, and partners to create lasting value and prosperity.
We offer a dynamic and supportive work environment that fosters collaboration, creativity, and continuous learning. Our employees are empowered to make a difference and contribute to the success of our organization through their skills, expertise, and passion.
Requirements:
- Essential Qualifications:
- Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable 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.
