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Job Summary:
We are seeking a highly skilled and customer-focused Financial Services Advisor to join our team at BMO. As a key member of our branch, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their individual needs.
Key Responsibilities:
- Customer Service: Provide exceptional service to customers, respond to their inquiries, and resolve any issues in a timely and professional manner.
- Needs Assessment: Identify customers' financial needs and provide advice and guidance on available products and services that meet their needs.
- Product Knowledge: Stay up-to-date with our products and services, including personal, commercial, and partner offers, and be able to refer customers to specialists as needed.
- Communication Skills: Develop strong relationships with customers, listen to their needs, and communicate effectively to provide solutions that meet their expectations.
- Teamwork: Collaborate with colleagues to achieve business objectives, share knowledge, and provide support to ensure excellent customer service.
- Adaptability: Be flexible and adaptable in a fast-paced environment, willing to learn and take on new challenges, and able to work in different capacities as part of a team.
- Problem-Solving: Use critical thinking and problem-solving skills to resolve customer issues, identify opportunities, and provide creative solutions.
- Compliance: Ensure compliance with regulatory requirements, company policies, and procedures, and maintain confidentiality and integrity in all interactions.
Requirements:
- Education: Post-secondary degree or certification in a related field of study is desirable.
- Skills: Strong communication, interpersonal, and problem-solving skills, with the ability to work in a team environment and adapt to changing priorities.
- Knowledge: Basic knowledge of specialized sales and business banking solutions, with a passion for helping customers and delivering a personal experience.
- Experience: No prior experience necessary, but a willingness to learn and take on new challenges is essential.
What We Offer:
- Competitive Salary: $33,500.00 - $43,500.00 per year, depending on location, skills, experience, education, and qualifications.
- Benefits: Comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
- Opportunities for Growth: Opportunities for professional growth and development, with a focus on delivering a personal experience to customers.
