Financial Services Representative

1 day ago

Round Lake, Illinois, United States BMO Financial Group Full time
Deliver Exceptional Customer Service

BMO Financial Group is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their needs.

Key Responsibilities:

  • Collaborate with BMO partners to identify referral opportunities and grow customer relationships
  • Welcome and guide customers in the branch lobby, offering advice and guidance on digital and self-serve options
  • Conduct client conversations about banking services, recommending alternative channels and providing personal banking and investment advice
  • Meet customer transaction-based needs with seamless execution
  • Review customer profiles and engage in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs
  • Contribute to meeting branch business results and the customer experience
  • Support operational activities, such as inventory management and escalated service requests
  • Act as a key member of a collaborative and versatile branch and market team
  • Probes to understand customer personal banking and credit card needs, integrating marketing promotions and programs into customer conversations
  • Organize work information to ensure accuracy and completeness
  • Takes the initiative to find creative approaches that make each customer's experience feel personal
  • Looks for ways to contribute to the ongoing improvement of the overall branch customer experience
  • Contributes to business results and the overall experience delivered in the branch

Requirements:

  • Typically between 1-2 years of relevant experience and/or certification in a related field of study
  • Registration to sell investment products completed or in progress (must be completed within 12 months)
  • Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications
  • Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists
  • Passionate commitment to helping 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
  • Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges

What We Offer:

  • A competitive salary range of $41,000 - $49,000
  • A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
  • The opportunity to work in a dynamic and collaborative environment with a team of experienced professionals
  • The chance to make a meaningful impact on our customers' lives and contribute to the growth and success of BMO Financial Group

How to Apply:

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. Please submit your resume and a cover letter outlining your qualifications and experience.

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