What are the responsibilities and job description for the Financial Advisor - Relationship Banking Specialist position at BMO Financial?
At BMO Financial Group, we strive to make a lasting, positive impact on our customers, communities, and people.
We are seeking a highly motivated and experienced Relationship Banker to join our team. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their best interests.
You will work collaboratively with your colleagues and partners to deliver a seamless customer experience and achieve overall business objectives. As a key representative of our organization, you will embody the values of integrity, trust, and innovation that define us.
This is an exciting opportunity to take your career to the next level and make a meaningful difference in the lives of our customers. If you have a passion for building relationships, a strong understanding of retail banking products and services, and excellent communication skills, we encourage you to apply.
- Proactively engage with existing customers and prospects to identify financial solutions and preferred banking channels.
- Offer tailored advice and guidance on available digital and self-serve options to make banking easy, simple, and fast.
- Maintain current knowledge of personal banking products, practices, and trends, and integrate this into customer conversations.