Job Description: 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. Job Responsibilities: Works with partners to proactively identify small business clients that are personal banking prospects. Conducts independent analysis and assessment to resolve strategic issues. Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Contributes to growing loyalty by creating great customer experiences grounded in an understanding of the personal and small business banking needs of the customer. Helps determine business priorities and best sequence for execution of business / group strategy. Builds and manages a network of internal and external referral sources to grow BMO’s business and make referrals to BMO partners. Supports customer transactions needs based on customer traffic. Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Job Requirements: Appropriate lending qualifications and designations. In-depth knowledge of personal and small business customer needs and solutions, including solid working knowledge of financial analysis, including cash flow cycle and available cash management products/services. Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Registration to sell investment products completed - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications. Passionate commitment and professionalism to helping our customers with the drive to deliver an exceptional customer experience. Experienced in managing complex personal and small business lending applications/solutions and systems. Previous experience in financial services required. Job Details: Company: BMO Vacancy Type: Full Time Job Location: Brampton, CA Application Deadline: N/A Apply Here vacanciesforyou.xyz
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