What are the responsibilities and job description for the Financial Services Representative position at BMO Financial?
BMO Financial Group is committed to delivering exceptional customer experiences and driving business growth in Retail Banking Sales and Service.
About the Role
We are seeking a Financial Services Representative to collaborate with BMO partners to deliver desired customer experiences and achieve overall business objectives.
Key Responsibilities
- Deliver exceptional service to BMO customers and prospects, identifying their needs and providing advice on financial solutions.
- Work collaboratively within the branch and with BMO partners to deliver desired customer experiences and achieve overall business objectives.
- Collaborate with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Qualifications
- Typically 1–2 years of relevant experience and/or certification in a related field of study, or an equivalent combination of education and experience.
- Registration to sell investment products completed or in progress (as required by jurisdiction).
- Confident use of social media, tablets, smartphones, online tools, and applications.
