Financial Services Representative
3 days ago
Deliver exceptional service to customers and prospects by identifying their needs and providing advice on financial solutions. Collaborate with branch teams and partners to achieve business objectives and deliver a seamless customer experience.
Main Responsibilities:
- Customer Service: Greet customers, answer queries, and provide personalized banking solutions.
- Financial Solutions: Recommend and sell banking products, such as savings accounts, credit cards, and loans.
- Teamwork: Work closely with colleagues to meet sales targets and achieve business goals.
- Continuing Education: Stay up-to-date with new banking products and services, industry trends, and regulatory requirements.
About the Role:
This role requires excellent communication and interpersonal skills, a strong work ethic, and the ability to work in a fast-paced environment. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply.
Requirements:
- 1-2 years of relevant experience
- Certification in related field of study or equivalent combination of education and experience
- Registration to sell investment products (Canada only)
- Excellent communication and interpersonal skills
- Able to work in a fast-paced environment
- Familiarity with social media, online tools, and applications
About BMO Financial Group:
BMO Financial Group is a leading financial institution that provides personal and commercial banking, wealth management, and investment banking services. We are committed to helping our customers achieve their financial goals and build lasting relationships.
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