
Website BMO
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:
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Organizes work information to ensure accuracy and completeness.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Contributes to business results and the overall experience delivered in the branch.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Job Requirements:
- Drive to deliver a personal customer experience.
- Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
- Experience in financial services is an asset.
- A focus on results and the ability to thrive in a consultative sales and team-based environment.
- Resourceful self-starter with courage and confidence to approach customers.
- Working knowledge of retail investments and lending products.
- Passionate commitment to helping our customers.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Job Details:
Company: BMO
Vacancy Type: Full Time
Job Location: London, CA
Application Deadline: N/A
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