Branch Banking & Investment Advisor

BMO U.S.; Saint-Hyacinthe; On-site; CAD 36,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a reliable Retail Banking Sales & Service professional in Canada to deliver exceptional service, identify customer needs, and guide clients toward suitable financial solutions. You will collaborate with branch teams and partners to enhance the customer experience while supporting operations and risk controls.

Your role includes using digital tools, engaging in consultative conversations, and contributing to branch goals while adhering to regulatory requirements and

Qualifications

• Canada registration to sell investment products completed or in progress (must be completed within 12 months)
• Confident with using social media, tablets, smartphones, and online tools and applications
• Some experience in a consultative customer service or sales role
• Basic knowledge of specialized sales and business banking solutions
• Strong interpersonal and communication skills and ability to collaborate with teammates

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Works with branch and partners to deliver a superior customer experience.
• Facilitates referrals to grow customer relationships with BMO beyond personal banking.
• Supports branch operations and risk/compliance processes.

Skills

Social media

Tablets

Smartphones

Online tools

Consultative selling

Interpersonal skills

Team collaboration

Education

Investment product registration (Canada)

Tools

CRM systems

Digital banking tools

Job description

BMO Financial Group is seeking a reliable Retail Banking Sales & Service professional in Canada to deliver exceptional service, identify customer needs, and guide clients toward suitable financial solutions. You will collaborate with branch teams and partners to enhance the customer experience while supporting operations and risk controls.

Your role includes using digital tools, engaging in consultative conversations, and contributing to branch goals while adhering to regulatory requirements and