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Financial Services Representative
2 months ago
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on financial solutions that meet their goals.
Key Responsibilities- Customer Service: Provide exceptional service to customers and prospects, responding to their inquiries and resolving their issues in a timely and professional manner.
- Financial Needs Assessment: Identify customers' financial needs and provide advice and guidance on financial solutions that meet their goals.
- Product and Service Knowledge: Develop and maintain knowledge of BMO Financial Group's products and services, including personal banking, investment, and credit products.
- Relationship Building: Build and maintain strong relationships with customers, understanding their financial goals and objectives, and providing personalized advice and guidance.
- Team Collaboration: Work collaboratively with other branch team members to achieve business objectives and deliver exceptional customer service.
- Operational Activities: Participate in operational activities, such as inventory management, escalated service requests, and filing, to ensure the smooth operation of the branch.
- Education: Typically between 1-2 years of relevant experience and/or certification in a related field of study.
- Experience: Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
- Skills: Basic knowledge of specialized sales and business banking solutions, strong interpersonal skills, and the ability to build rapport and connections with customers.
We offer a competitive salary, 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.
