BMO
Financial Services
DeNovoRetailRelationshipBanker
“De Novo Retail Relationship Banker at BMO. Skills: Relationship management, Sales, Client growth. Deliver exceptional service to customers and prospects. Identify customer needs”
What You'll Achieve.
Drive client growth; Grow loyalty; Identify opportunities; Address sales and service needs; Grow BMO’s business; Contribute to business results
Industry & Context.
Analyze issues; Determine next steps
May work at multiple branches, Work schedule may differ
What They're Looking For.
Must Have
2 - 3 years relevant experience, Post-secondary degree or equivalent experience, Appropriate lending qualifications and designations, Working knowledge of personal and small business customer needs and solutions, Working knowledge of retail investments and lending products, Experience in a consultative customer service or sales role, Experience in financial services
Nice to Have
Post-secondary degree in related field of study desirable, Registration to sell investment products completed, Experience in financial services is an asset
What You'll Do.
Deliver exceptional service to customers and prospects
Identify customer needs
Provide financial advice and guidance
Engage proactively with existing customers and prospects
Conduct needs-based assessments
Identify immediate / future opportunities
Identify financial solutions
Recommend tailored solutions
Address sales and service needs
Offer advice on digital and self-serve options
Support customer transactions needs
Engage customers to grow BMO’s business
Generate appointments
Build new relationships within the community
Address questions and resolve issues
Ensure accurate data entry
Make credit recommendations for personal lending transactions
Integrate marketing promotions and programs into customer conversations
Organize work information to ensure accuracy and completeness
Find creative approaches to customer experience
Contribute to business results
Follow through on risk and compliance processes
Safeguard customers’ assets
Maintain customer privacy
Act in customers’ best interest
Keep current with financial services marketplace
Keep current with legal and regulatory environment
Maintain knowledge of personal banking products
Integrate product knowledge into customer conversations
Identify and report suspicious patterns of activity
Comply with legal and regulatory requirements
Protect the Bank's assets
Complete complex & diverse tasks
Handle escalations from other employees
Analyze issues and determine next steps
Make sound and risk informed decisions
How You'll Work.
Team & Collaboration
Collaborate within the branch; Work through various channels with BMO partners; Key member of a collaborative team; Work in different capacities as part of a team
Communication Scope
Client conversations
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