What are the responsibilities and job description for the Personal Financial Consultant position at BMO Financial?
Job Title
Retail Relationship Banker
Job Description
This role involves working with customers and prospects to provide exceptional service and advice on financial solutions. The successful candidate will collaborate with branch and BMO partners to deliver a desired customer experience and achieve overall business objectives.
Key Responsibilities
- Engaging with customers and prospects to understand their financial needs
- Providing advice and guidance on financial solutions
- Collaborating with branch and BMO partners to deliver a desired customer experience
- Supporting customer transactions needs based on customer traffic
Requirements
To be successful in this role, you will need:
- Typically between 2-3 years of relevant experience and post-secondary degree in a related field of study (or an equivalent combination of education and experience)
- Registration to sell investment products completed (as appropriate for the jurisdiction)
- Appropriate lending qualifications and designations
- Working knowledge of personal and small business customer needs and solutions
- Strong interpersonal skills, including the ability to build rapport and connections with customers
Our Culture
We are committed to creating a culture that values diversity, inclusion, and respect. We believe that everyone deserves to be treated fairly and with dignity, regardless of their background, culture, or individual characteristics.
