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Banking Services Professional

BMO Financial
Fraser, CO Full Time
POSTED ON 1/25/2025 CLOSED ON 2/20/2025

What are the responsibilities and job description for the Banking Services Professional position at BMO Financial?

Job Overview
BMO Financial Group is a leading financial institution dedicated to delivering exceptional customer experiences. As a Banking Services Professional, you will play a vital role in helping our customers achieve their financial goals.

Key Responsibilities
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  • Deliver personalized banking services to BMO customers and prospects.
  • Identify customer needs and provide advice and guidance on financial solutions.
  • Collaborate with BMO partners to deliver a seamless customer experience and achieve business objectives.


Requirements
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  • Typically between 1 – 2 years of relevant experience and/or certification in a related field of study desirable or an equivalent combination of education and experience.
  • 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.


Benefits
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  • Competitive salary: $41,715.00 - $49,000.00
  • Salaried pay type
  • Performance-based incentives, discretionary bonuses, and other perks and rewards
  • Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Salary : $41,715 - $49,000

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