Impactful Retail Banking Relationship Advisor

BMO; Thornton Township (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO is seeking a customer-facing and sales-oriented team member in the Retail Banking Sales & Service group. You will deliver exceptional service, identify customer needs, and guide clients toward financial solutions that fit their goals while collaborating with branch partners to achieve business objectives.

You will proactively engage with customers, conduct needs assessments, and promote digital self-serve options to simplify banking.

Qualifications

• 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.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses 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 and lending policies and processes.

Skills

Customer service

Sales experience

Financial solutions knowledge

Communication skills

Interpersonal skills

Problem solving

Adaptability

Team collaboration

Education

Post-secondary degree

Job description

BMO is seeking a customer-facing and sales-oriented team member in the Retail Banking Sales & Service group. You will deliver exceptional service, identify customer needs, and guide clients toward financial solutions that fit their goals while collaborating with branch partners to achieve business objectives.

You will proactively engage with customers, conduct needs assessments, and promote digital self-serve options to simplify banking.