Financial Services Representative

4 days ago


Steamboat Springs, Colorado, United States BMO Financial Group Full time
Job Summary

We are 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 goals.

Key Responsibilities
  • Collaborate with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
  • Welcome and guide customers in the branch lobby, offering advice and guidance on digital and self-serve options to make banking easy, simple, and fast.
  • Conduct client conversations about banking services, recommending alternative channels and providing personal banking and investment advice.
  • Meet customer transaction-based needs with seamless execution and review customer profiles to identify potential opportunities.
  • Contribute to meeting branch business results and the customer experience, supporting operational activities and acting as a key member of a collaborative and versatile branch and market team.
  • Proactively find creative approaches to make each customer's experience feel personal and look for ways to contribute to the ongoing improvement of the overall branch customer experience.
Requirements
  • Typically between 1-2 years of relevant experience and/or certification in a related field of study, or an equivalent combination of education and experience.
  • Registration to sell investment products completed or in progress, as appropriate for the jurisdiction.
  • 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, and a focus on results.
  • 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.
What We Offer

BMO Financial Group offers a competitive salary range of $41,715.00 - $49,000.00, a comprehensive benefits package, and opportunities for growth and development. We are committed to an inclusive, equitable, and accessible workplace, and we welcome applications from diverse candidates.

Please note that salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on the number of hours regularly worked.



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