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Financial Services Representative

BMO Financial
Marco Island, FL Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 4/5/2025

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.

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