Financial Services Consultant

2 weeks ago


Truckee, California, United States BMO Financial Full time

We are seeking a talented individual to join our team as a Financial Services Consultant. As a key member of our retail banking operations, you will play a crucial role in delivering exceptional service to customers and driving business results.

The ideal candidate will possess strong interpersonal skills, the ability to build rapport with customers, and a passion for helping others achieve their financial goals. With a focus on personal banking and sales, you will work collaboratively with branch partners to enhance customer experiences and identify opportunities for growth.

Responsibilities will include welcoming and guiding customers, providing advice and guidance on available digital and self-serve options, and conducting client conversations about banking services. You will also be responsible for identifying referral opportunities, meeting customer transaction-based needs, and contributing to branch business results.

In addition to your excellent communication and problem-solving skills, you will have a solid understanding of personal banking products, practices, and trends. You will also be able to analyze issues, determine next steps, and escalate as required.

As a Financial Services Consultant, you will be an ambassador for BMO Financial Group, embodying our values of inclusion, equity, and accessibility. You will work closely with colleagues to create a positive and supportive work environment, where everyone feels valued and respected.

We offer a competitive salary range of $41,715 - $49,000 per year, based on factors such as location, experience, and qualifications. In addition to your base salary, you may also be eligible for performance-based incentives and discretionary bonuses.

BMO Financial Group is committed to supporting the growth and development of our employees. We offer comprehensive training and coaching programs, manager support, and network-building opportunities to help you reach new milestones and broaden your skillset.



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