Personal Banking Relationship Advisor
BMO
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Benefits offered by this job
Job summary
BMO is seeking a Retail Banking Sales & Service professional in the United States to deliver exceptional customer service while guiding clients through personal and small business banking needs. You will assess needs, offer tailored financial solutions, and collaborate with partners to enhance the customer experience.
The role emphasizes proactive customer engagement, digital guidance, and risk/compliance adherence to protect both customers and the bank while building lasting relationships in
Qualifications
- Typically 2–3 years of relevant experience with a post-secondary degree or equivalent.
- Appropriate lending qualifications and designations as applicable.
- Understand personal and small business banking needs and solutions.
- Experience in financial services is an asset.
- Strong communication, collaboration and problem-solving skills.
Responsibilities
- Engage customers to assess needs and recommend tailored financial solutions.
- Lead proactive engagement with existing customers and prospects to grow loyalty.
- Advise on digital and self-serve options to simplify banking for customers.
- Support customer transactions and cross-sell across banking channels.
- Ensure compliance with regulatory requirements and risk policies.
Skills
Education
Job description
BMO is seeking a Retail Banking Sales & Service professional in the United States to deliver exceptional customer service while guiding clients through personal and small business banking needs. You will assess needs, offer tailored financial solutions, and collaborate with partners to enhance the customer experience.
The role emphasizes proactive customer engagement, digital guidance, and risk/compliance adherence to protect both customers and the bank while building lasting relationships in
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