What are the responsibilities and job description for the Personal Banking Advisor - Growth Opportunity position at BMO Financial?
BMO Financial Group is dedicated to helping customers achieve their financial goals through personalized service and expert advice.
About the Job
We are seeking a Personal Banking Advisor – Growth Opportunity to deliver exceptional customer experiences and drive business results.
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.
- Identify customer needs and provide advice on financial solutions, working collaboratively to achieve business objectives.
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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