Retail Banking Sales & Service Role at BMO
Overview
Deliver exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions. Lead proactive engagement through needs assessments and recommend personalized banking options. Drive business growth by building relationships and managing complex transactions. Apply risk management frameworks to protect assets and ensure compliance. Seek continuous improvement in customer experience across multiple channels.
What You'll Do11
- 1Own customer relationship strategy and execute personalized financial advice sessions
- 2Design and implement outreach initiatives to generate appointments and expand client base
- 3Analyze customer data to develop targeted product recommendations
- 4Navigate regulatory compliance during lending processes and credit audits
- 5Collaborate with cross-functional teams to integrate marketing promotions effectively
- 6Maintain accurate branch information systems and manage daily transaction workloads
- 7Identify fraudulent activities through pattern recognition and reporting mechanisms
- 8Lead team efforts in improving overall customer satisfaction metrics
- 9Adapt work schedules across multiple branches based on market demands
- 10Apply risk management frameworks to balance growth opportunities with asset protection
- 11Stay current with financial trends and translate insights into actionable customer strategies
Requirements11
- 12-3 years retail banking experience with proven consultative sales skills
- 2Post-secondary degree in finance or related field or equivalent experience
- 3Certifications including CPC Card or AWS Certified relevant credentials
- 4Minimum 5+ years experience with ETL pipelines using Spark and Airflow
- 5Knowledge of personal and small business lending products and regulatory requirements
- 6Strong analytical abilities and problem-solving skills for complex transactions
- 7Experience with social media platforms and mobile banking applications
- 8Ability to work independently while maintaining collaborative team dynamics
- 9Background check clearance and valid Federal registration for mortgage licensing
- 10U.S. residency eligibility for full-time position
- 11Commitment to delivering personalized customer experiences through active listening
Salary Insight
$42 - $65k per year
Location
Required Skills
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