Elite Client Advisor – Wealth & Banking Solutions
Bank of Montreal
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Benefits offered by this job
Job summary
Bank of Montreal (BMO) is seeking a Retail Banking Sales & Service professional in Modesto, CA to serve as the primary client contact for uncovering financial needs and delivering holistic banking and investment solutions. You will work with BMO partners and communities to acquire new clients, grow assets under management, and increase investment penetration within client portfolios.
The role requires consultative relationship building, collaboration with Financial Advisors, and the ability to
Qualifications
- Proven experience in financial services with banking products and profitability knowledge.
- SIE exam and Life/Health licenses or Series 7/66 licenses required or must be obtained within 120 days.
- Strong understanding of deposit, loan, mortgage products and cash flow analysis.
Responsibilities
- Uncover financial needs and provide holistic banking and investment solutions.
- Acquire new assets and deepen existing relationships to grow AUM.
- Promote digital platforms and drive adoption of digital features.
- Build strategic relationships and participate in community outreach to source prospects.
Skills
Education
Job description
Bank of Montreal (BMO) is seeking a Retail Banking Sales & Service professional in Modesto, CA to serve as the primary client contact for uncovering financial needs and delivering holistic banking and investment solutions. You will work with BMO partners and communities to acquire new clients, grow assets under management, and increase investment penetration within client portfolios.
The role requires consultative relationship building, collaboration with Financial Advisors, and the ability to
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