What are the responsibilities and job description for the Financial Services Representative position at BMO Financial?
At BMO Financial Group, we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people.
As a Customer Experience Expert, you will play a key role in delivering exceptional service to BMO customers and prospects. You will identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of customers.
You will work collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. This includes:
- 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.
- Contribute to meeting branch business results and the customer experience.
Required Skills and Qualifications:
- Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
- Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Some experience in a 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 the ability to thrive in a consultative sales and team-based environment.
Benefits:
- Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
- A comprehensive compensation package including performance-based incentives and discretionary bonuses.
