What are the responsibilities and job description for the Financial Services Consultant position at BMO Financial?
Job Overview
We are seeking a skilled professional to join our team as a Retail Relationship Banker. In this role, you will be responsible for delivering exceptional customer service and building strong relationships with clients.
Main Responsibilities:
- Determine customer needs and provide advice on financial solutions that meet their requirements.
- Work collaboratively with colleagues to achieve business objectives and enhance the overall customer experience.
- Originating consumer loans, analyzing creditworthiness, and making recommendations in accordance with regulatory guidelines.
- Engage with customers to complete needs assessments, identify financial solutions, and recommend tailored products and services.
- Offer guidance on digital and self-serve banking options to simplify transactions and improve customer satisfaction.
Requirements:
- Bachelor's degree in a related field of study or equivalent experience.
- A minimum of 2-3 years of relevant experience in financial services, preferably in retail banking.
- Strong knowledge of personal and small business customer needs, solutions, and lending products.
- Excellent communication and interpersonal skills, with the ability to build rapport and connections with customers.
- Familiarity with social media, online tools, and applications, with a focus on delivering a personal customer experience.
