What are the responsibilities and job description for the Financial Solutions Advisor position at BMO Financial?
Key Accountabilities
The successful candidate will be responsible for:
- Providing exceptional service to customers and prospects, identifying their needs, and offering tailored solutions addressing both sales and service needs.
- Engaging customers to complete needs assessments and providing advice and guidance on available digital and self-serve options.
- Supporting customer transactions needs based on customer traffic.
- Engaging customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
- Addressing questions and resolving issues raised through consumer credit audits and quality checks.
The ideal candidate will possess excellent communication and interpersonal skills, with a passion for delivering a personal customer experience.
About Our Team
We are a team of dedicated professionals who are committed to helping our customers achieve their financial goals. We believe in creating lasting, positive change for our customers, our communities and our people. If you share our Purpose and values, we encourage you to apply for this exciting opportunity.
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