What are the responsibilities and job description for the Relationship Specialist position at BMO Financial?
BMO Financial is committed to creating lasting, positive change for our customers, communities and people. We strive to help you make an impact from day one - for yourself and our customers.
Key Responsibilities:
- Delivers exceptional service to BMO customers and prospects
- Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers
- Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives
As a Relationship Banker at BMO Financial, you will be responsible for engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. You will also offer clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Requirements:
- Typically between 2 - 3 years of relevant experience
- Post-secondary degree in related field of study desirable or an equivalent combination of education and experience
- Registration to sell investment products completed - as appropriate for the jurisdiction
