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Retail Banking Professional
2 months ago
We are seeking a highly skilled and motivated individual to join our team as a Retail Banking Professional. As a key member of our branch team, you will be responsible for delivering exceptional customer service and providing financial solutions to our clients.
Key Responsibilities- Proactively engage with existing customers and prospects to identify financial solutions and preferred banking channels.
- Offer advice and guidance on available digital and self-serve options to make 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.
- Apply the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio.
- Make credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles.
- Act as a key member of a collaborative and versatile branch and market team.
- 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.
- Drive to deliver a personal customer experience.
- 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.
We offer a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are committed to an inclusive, equitable and accessible workplace and welcome applications from diverse candidates.
