Client-Focused Banking Advisor for Growth & Lending

BMO; California; In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

BMO is seeking an associate in California to deliver exceptional service by assessing customer needs and guiding them toward suitable financial solutions and banking channels. You will collaborate across branches and with BMO partners to meet branch goals and enhance the customer experience.

You will lead outreach to existing customers and prospects, offering tailored solutions such as everyday banking, lending, home financing, and small business products, while ensuring compliance and proper

Mansioni

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing sales and service needs.
• Offers clients advice and guidance on digital and self-serve options to make banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO's business by building new relationships within the community.

Descrizione del lavoro

BMO is seeking an associate in California to deliver exceptional service by assessing customer needs and guiding them toward suitable financial solutions and banking channels. You will collaborate across branches and with BMO partners to meet branch goals and enhance the customer experience.

You will lead outreach to existing customers and prospects, offering tailored solutions such as everyday banking, lending, home financing, and small business products, while ensuring compliance and proper