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Financial Services Representative

1 month ago

Menlo Park, California, United States Bank of Montreal Full time
Job Summary

We are seeking a skilled Financial Services Representative to join our team at Bank of Montreal. As a key member of our Retail Banking Sales & Service team, you will be responsible for delivering exceptional service to our customers and prospects.

Key Responsibilities
  • Identify customer needs and provide advice and guidance regarding financial services
  • Deliver personalized service to meet customer needs and exceed expectations
  • Collaborate with colleagues to achieve sales and service goals
  • Stay up-to-date on product and service offerings to provide informed advice to customers
Requirements
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales and service targets
  • Knowledge of financial services and products
  • Excellent customer service skills

Why Bank of Montreal? We offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive compensation package.