What are the responsibilities and job description for the Customer Relationship Manager position at BMO Financial?
Role Summary
This role is responsible for delivering exceptional customer service, identifying customer needs, and providing advice and guidance on financial solutions. The successful candidate will work collaboratively within the branch and with BMO partners to deliver a desired customer experience and achieve overall business objectives.
Responsibilities
Key responsibilities include:
- Delivering exceptional customer service
- Identifying customer needs and providing advice and guidance on financial solutions
- Collaborating with branch and BMO partners to deliver a desired customer experience
- Supporting customer transactions needs based on customer traffic
Requirements
To be successful in this role, you will need:
- Typically between 2-3 years of relevant experience and post-secondary degree in a related field of study (or an equivalent combination of education and experience)
- Registration to sell investment products completed (as appropriate for the jurisdiction)
- Appropriate lending qualifications and designations
- Working knowledge of personal and small business customer needs and solutions
- Strong interpersonal skills, including the ability to build rapport and connections with customers
Benefits and Perks
We offer a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
