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Financial Services Advisor

2 months ago

Lexington, Kentucky, United States BMO Full time

Position Overview:

As a pivotal member of the BMO team, you will provide outstanding service to our clients while identifying their financial needs. Your role involves offering tailored financial solutions that align with our customers' best interests.

Key Responsibilities:

  • Proactively engage with clients to conduct needs assessments, fostering loyalty and uncovering opportunities for growth.
  • Guide customers through tailored financial solutions, including everyday banking, lending options, and investment products.
  • Advise clients on digital banking tools to enhance their banking experience, ensuring ease and efficiency.
  • Support customer transactions and address inquiries based on branch traffic.
  • Build and nurture relationships within the community to drive business growth.
  • Ensure compliance with legal and regulatory standards while addressing consumer credit audits.
  • Apply risk management principles to safeguard the Bank's assets and maintain lending quality.
  • Make informed credit recommendations for personal lending transactions, adhering to established policies.
  • Collaborate effectively with branch and market teams to enhance customer service delivery.
  • Integrate marketing initiatives into customer interactions to provide strategic insights.
  • Organize and maintain accurate work information to support operational efficiency.
  • Continuously seek innovative approaches to personalize customer experiences.
  • Contribute to the overall improvement of branch customer experiences.
  • Adhere to risk and compliance protocols to protect customer assets and privacy.
  • Stay informed about industry trends, legal requirements, and ethical standards.
  • Identify and report any suspicious activities related to financial transactions.

Qualifications:

  • 2-3 years of relevant experience with a post-secondary degree in a related field or equivalent combination of education and experience.
  • Registration to sell investment products as required by jurisdiction.
  • Appropriate lending qualifications and designations.
  • Knowledge of personal and small business financial needs and solutions.
  • Experience in financial services is advantageous.
  • Proficient in using digital tools and applications for customer engagement.
  • Strong consultative sales experience with a focus on delivering personalized service.
  • Commitment to customer satisfaction and relationship building.
  • Ability to thrive in a team-oriented environment.
  • Excellent interpersonal and communication skills.
  • Strong analytical and problem-solving abilities.

Compensation and Benefits:

Competitive salary and comprehensive benefits package, including health insurance, retirement savings plans, and performance-based incentives.

Company Commitment:

BMO is dedicated to fostering an inclusive and equitable workplace. We value diverse perspectives and strive to create a supportive environment for all employees.