Customer Experience Advisor
3 weeks ago
Role Overview
As a Customer Experience Advisor at BMO, you will be responsible for delivering exceptional service to our customers and prospects. You will identify customer needs and provide advice and guidance on financial solutions that are in their best interests.
Key Responsibilities
- Collaborate with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO.
- Welcome and guide customers as they walk into the branch lobby, and offer advice and guidance on available digital and self-serve options.
- Assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
- Meet customer transaction-based needs with seamless execution.
- Review customer profiles and engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Contribute to meeting branch business results and the customer experience.
- Support operational activities, such as inventory management and escalated service requests.
Requirements
- Typically between 1 – 2 years of relevant experience and/or certification in a related field of study, desirable or an equivalent combination of education and experience.
- Registration to sell investment products completed or in progress, as appropriate for the jurisdiction.
- Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
- Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
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