What are the responsibilities and job description for the Branch Financial Services Advisor position at BMO Financial?
Job Overview
At BMO Financial, we are seeking a highly motivated and results-driven Branch Financial Services Advisor. As a key member of our branch team, you will play a vital role in delivering exceptional customer experiences and driving business growth.
Key Responsibilities:
- Deliver personalized financial solutions to customers by understanding their unique needs and preferences.
- Collaborate with cross-functional teams to identify referral opportunities and drive business growth.
- Provide expert guidance on banking services, investment advice, and other financial solutions to meet customer objectives.
- Meet customer transaction-based needs with seamless execution and excellent communication skills.
- Engage in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs.
- Contribute to meeting branch business results and the customer experience through proactive problem-solving and collaboration.
- Support operational activities such as inventory management, escalated service requests, following up on customer applications, filing, opening, and closing activities.
Qualifications and Skills:
- Typically 1-2 years of relevant experience or an equivalent combination of education and experience.
- Registration to sell investment products completed or in progress (within 12 months) - Canada only.
- Confident and experienced in social media, tablets, smartphones, online tools, and applications.
- Some experience in 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 ability to thrive in consultative sales and team-based environments.
- 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 building rapport and connections with customers.
- Aptitude for listening, solving problems, 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.
