What are the responsibilities and job description for the Customer Experience Expert position at BMO Financial?
We are looking for a skilled Banking Solutions Specialist to join our team at BMO Financial Group. As a specialist, you will play a key role in providing exceptional service to BMO customers and prospects.
Your responsibilities will include:
- Collaborating with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
- Welcome and guide customers as they walk into the branch lobby, and offer advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
- As a lobby leader, assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
- Meet customer transaction-based needs with seamless execution.
- Review customer profiles and engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Key Responsibilities:
- Deliver exceptional service to BMO customers and prospects.
- Identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of customers.
- Work collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
What We Offer:
- A comprehensive compensation package including performance-based incentives and discretionary bonuses.
- Opportunities for career growth and professional development.
- A collaborative and dynamic work environment.
