What are the responsibilities and job description for the Retail Banking Consultant position at BMO Financial?
Job Overview
BMO Financial Group is committed to helping customers achieve their financial goals. We are seeking a skilled Retail Banking Consultant to join our team.
Key Responsibilities
- Deliver exceptional customer service and build strong relationships with clients to understand their financial needs and provide personalized advice and guidance.
- Work collaboratively with branch teams to achieve business objectives and deliver the desired customer experience.
- Identify referral opportunities and grow customer relationships with BMO beyond personal banking.
- Welcome and guide customers, offering advice and guidance on available digital and self-serve options to make it easy, simple, and fast to bank with BMO.
- Conduct client conversations about banking services to recommend alternative channels and provide personal banking and investment advice.
Requirements
- 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 (must be completed within 12 months), as appropriate for the jurisdiction.
- Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
- Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
Benefits
- Salaried position with a competitive pay range ($41,715 - $49,000).
- A comprehensive total compensation package that includes performance-based incentives, discretionary bonuses, and other perks and rewards.
- Opportunities for professional growth and development, including in-depth training, coaching, and networking opportunities.
Salary : $41,715 - $49,000
