Customer Experience Specialist

2 days ago


New Boston, Ohio, United States BMO Financial Full time
Retail Banking Opportunity at BMO Financial

We are seeking a skilled Customer Experience Specialist to join our team at BMO Financial. As a key member of our retail banking team, you will be responsible for delivering exceptional service to customers, providing tailored financial solutions, and fostering community relationships.


About the Role
  • This role involves engaging with clients to assess their banking needs, recommending products, and ensuring compliance with legal and regulatory standards.
  • You will work collaboratively within the branch team to achieve business objectives and provide strategic advice to customers on personal and small business banking solutions.
  • Your focus will be on consultative sales and customer experience, identifying opportunities to grow loyalty and increase revenue through proactive engagement with existing customers and prospects.
Responsibilities
  1. Take a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
  2. Engage customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing).
  3. Support customer transactions needs based on customer traffic and offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
  4. Address questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements.
Requirements
  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Appropriate lending qualifications and designations.
  • Working knowledge of personal and small business customer needs and solutions.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
Benefits
  • Salaried position with an estimated salary range of $41,715 - $63,700 annually.
  • A comprehensive compensation package including performance-based incentives and discretionary bonuses.
  • Ongoing training and coaching to support your professional growth and development.

The successful candidate will be a resourceful self-starter with courage and confidence to approach customers, passionate commitment to helping our customers, and drive to deliver a personal customer experience.



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