What are the responsibilities and job description for the Retail Banking Solutions Consultant position at BMO Financial?
About the Job
As a Retail Banking Sales & Service representative, you will work collaboratively within the branch and with BMO partners to deliver a desired customer experience and achieve business objectives.
- You will proactively engage with existing customers and prospects to grow loyalty and identify immediate/future opportunities.
- You will take a lead in completing needs assessments that identify financial solutions and preferred banking channels.
- You will offer clients advice and guidance on available digital and self-serve options.
Responsibilities
Your key responsibilities will include:
- Taking the initiative to find creative approaches to make each customer's experience feel personal.
- Leveraging your analytical and problem-solving skills to address customer concerns and resolve issues.
- Contributing to business results and the overall experience delivered in the branch.
- Maintaining current knowledge of personal banking products, practices, and trends.
Requirements
To be successful in this role, you will require:
- A post-secondary degree in a related field of study or equivalent combination of education and experience.
- Typically 2-3 years of relevant experience in a consultative customer service or sales role.
- Excellent interpersonal skills, including the ability to build rapport and connections with customers.
