Client Relationship Specialist

2 weeks ago


Caledonia, Wisconsin, United States Bank of Montreal Full time
Role Overview:

The Client Relationship Specialist is dedicated to providing outstanding service to customers and potential clients of the Bank of Montreal. This position involves understanding client requirements and offering tailored financial solutions that align with their best interests.

Key Responsibilities:

  • Collaborate effectively within the branch and with various partners to ensure a seamless customer experience and meet business goals.
  • Proactively engage with current and prospective clients through needs-based assessments to enhance loyalty and uncover immediate and future opportunities.
  • Conduct thorough needs assessments to identify suitable financial solutions and preferred banking methods, recommending customized options that cater to both sales and service requirements.
  • Provide clients with insights and guidance on available digital and self-service banking options, aiming to simplify and expedite their banking experience.
  • Assist with customer transactions based on branch traffic and operational needs.
  • Drive business growth by reaching out to clients, scheduling appointments, and fostering new relationships within the community.
  • Address inquiries and resolve issues identified during consumer credit audits and quality checks, ensuring compliance with legal and regulatory standards.
  • Implement risk management strategies to safeguard the bank's assets and maintain the integrity of the lending portfolio.
  • Make informed credit recommendations for personal lending transactions, including home financing, adhering to sound credit principles and bank policies.
  • Act as a vital member of a dynamic branch and market team.
  • Explore customer banking and credit card needs, integrating marketing initiatives into discussions to provide strategic advice.
  • Organize work information meticulously to ensure accuracy and completeness.
  • Take initiative to develop innovative approaches that personalize each customer's experience.
  • Contribute to the continuous enhancement of the overall branch customer experience and business outcomes.
  • May require flexibility to work across multiple branches based on market demands, with varying schedules.
  • Adhere to risk and compliance protocols to protect customer assets and maintain confidentiality.
  • Stay informed about the financial services landscape, legal regulations, and ethical standards within the industry.
  • Maintain up-to-date knowledge of personal banking products and trends, integrating this information into customer interactions.
  • Identify and report any suspicious activities that may indicate money laundering.
  • Ensure compliance with all legal and regulatory requirements relevant to the jurisdiction.
  • Safeguard the bank's assets in accordance with all regulatory, legal, and ethical standards.
  • Handle complex tasks within established guidelines, including managing escalations from colleagues.
  • Analyze issues and determine appropriate next steps, with the potential for broader responsibilities as needed.

Qualifications:

Typically requires 3 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.

Additional Requirements:

  • Registration to sell investment products as required by jurisdiction.
  • Appropriate lending qualifications and designations.
  • Understanding of personal and small business customer needs and solutions.
  • Familiarity with retail investment and lending products.
  • Experience in the financial services sector is advantageous.
  • Proficient in using social media, tablets, smartphones, online tools, and applications.
  • Experience in a consultative customer service or sales role, with a commitment to delivering a personalized customer experience.
  • Strong focus on results and ability to thrive in a team-oriented sales environment.
  • Resourceful self-starter with the confidence to engage customers.
  • Willingness to collaborate and work in various capacities as part of a team.
  • Excellent interpersonal skills, with the ability to build rapport with clients.
  • Aptitude for listening, problem-solving, and adapting creatively to new challenges.
  • Specialized knowledge in relevant areas.
  • Good verbal and written communication skills.
  • Strong organizational skills.
  • Effective collaboration and teamwork abilities.
  • Good analytical and problem-solving skills.

Compensation and Benefits:

The compensation package includes a competitive salary, performance-based incentives, and a comprehensive benefits program, which may encompass health insurance, tuition reimbursement, life insurance, and retirement savings plans.

About the Bank of Montreal:

The Bank of Montreal is committed to fostering a diverse and inclusive workplace. We believe that by learning from each other's differences, we can strengthen our organization and better serve our customers. Accommodations are available upon request for candidates participating in all aspects of the selection process.



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