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Financial Solutions Specialist

2 months ago

Kirkland, Quebec, Canada BMO Full time
Job Summary

We are seeking a highly motivated and customer-focused Personal Banker 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 financial needs, and providing tailored solutions to meet their goals.

Key Responsibilities
  • Customer Engagement: Proactively engage with existing customers and prospects to understand their financial needs and provide personalized advice and guidance.
  • Financial Solutions: Offer a range of financial solutions, including everyday banking, retail investments, lending solutions, and small business solutions, to meet the needs of our customers.
  • Customer Service: Provide exceptional customer service, addressing customer inquiries, resolving issues, and ensuring a positive experience for our customers.
  • Business Development: Identify opportunities to grow BMO's business by reaching out to new customers, generating appointments, and building relationships within the community.
  • Risk Management: Apply the risk management framework to protect the Bank's assets and maintain the quality of the lending portfolio.
  • Compliance: Ensure compliance with legal and regulatory requirements, as well as the Bank's policies and procedures.
Requirements
  • Education: Typically between 2-3 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • Registration: Registration to sell investment products, as required for the jurisdiction.
  • Lending Qualifications: Appropriate lending qualifications and designations.
  • Customer Service Skills: Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • Problem-Solving Skills: An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
What We Offer

We offer a competitive salary, a comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.