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Montreal, Quebec, Canada BMO Financial Group Full time

Job Summary: We are seeking a Business Banking Advisor to join our team. As a Business Banking Advisor, you will be responsible for providing exceptional service to our customers and prospects, identifying their needs, and offering tailored solutions that meet their financial goals.

About the Role: In this role, you will engage with existing customers and prospects, conduct needs assessments, and provide advice on available digital and self-serve options. You will also support customer transactions needs, grow BMO's business by reaching out and building new relationships within the community, and address questions and resolve issues related to consumer credit audits and quality checks.

Responsibilities:

  • Provide exceptional service to customers and prospects
  • Identify customer needs and offer tailored solutions
  • Support customer transactions needs
  • Grow BMO's business by reaching out and building new relationships within the community
  • Address questions and resolve issues related to consumer credit audits and quality checks
  • Maintain current knowledge of personal banking products, practices, and trends
  • Comply with legal and regulatory requirements
  • Escalate complex or unresolved customer situations to managers as required

Qualifications:

  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience
  • Registration to sell investment products completed - as appropriate for the jurisdiction
  • Appropriate lending qualifications and designations
  • Working knowledge of personal and small business customer needs and solutions
  • Experience in financial services is an asset