Professional Banker Specialist

1 week ago

Winnipeg, Manitoba, Canada BMO Full time

Job Overview


BMO Financial Group is a leading financial institution dedicated to delivering exceptional service to our customers and driving economic growth. As a Professional Banker Specialist, you will play a key role in helping us achieve this vision.



About the Role


This is a full-time salaried position with an estimated annual salary of $40,000 - $65,000, based on factors such as skills, experience, education, and qualifications for the role. Salaries will vary depending on the specific requirements of the position.



Key Responsibilities



  • Deliver exceptional customer service to BMO customers and prospects by identifying their needs and providing advice and guidance on financial solutions that meet their goals.
  • Work collaboratively within the branch and through various channels with BMO partners to deliver a personalized customer experience and achieve overall business objectives.
  • Take a lead in proactively engaging with existing customers and prospects to grow loyalty and identify immediate/future opportunities.
  • Engage customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
  • Offer clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
  • Support customer transactions needs based on customer traffic.
  • Engage customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
  • Address questions and resolve issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements.
  • Apply the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio.
  • Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
  • Act as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations.
  • Organize work information to ensure accuracy and completeness.
  • Take the initiative to find creative approaches that make each customer's experience feel personal.
  • Look for ways to contribute to the ongoing improvement of the overall customer experience.
  • Contribute to business results and the overall experience delivered.
  • May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
  • Keep current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Escalates complex or unresolved customer situations to managers as required.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broaden your expertise in various areas and drive impact through teamwork.


Requirements


To succeed in this role, you will need:



  • 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.
  • Working knowledge of retail investments and lending products.
  • Experience in financial services is an asset.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
  • Passionate commitment to helping our customers.
  • A focus on results and the ability to thrive in a consultative sales and team-based environment.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem-solving skills - Good.


Benefits


BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Our total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.



About BMO


BMO Financial Group is committed to being a leader in the financial services industry and creating lasting, positive change for our customers, communities, and people. We strive to help our customers reach their goals and deliver exceptional customer experiences through our innovative products and services. Join us in our mission to boldly grow the good in business and life

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