What are the responsibilities and job description for the Retail Banking Sales Specialist position at BMO Financial?
Transform customer experiences in Retail Banking Sales and Service with BMO Financial Group.
About the Role
We are seeking a Retail Banking Sales Specialist to deliver exceptional service, identify customer needs, and provide advice on financial solutions. As a key member of our team, you will work collaboratively to achieve business objectives and drive customer satisfaction.
Key Responsibilities
- Collaborate with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
- Welcome and guide customers, offering advice on digital and self-serve options to make banking easy, simple, and fast.
- Conduct client conversations about banking services, recommending alternative channels and providing personal banking and investment advice.
- Meet customer transaction-based needs with seamless execution and contribute to branch business results.
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.
