Personal Banking Relationship Pro

Bank of Montreal; South Lake Tahoe (CA); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal is seeking a Retail Banking Sales & Service professional to deliver exceptional service and identify customer needs across channels.

You will engage with customers to complete needs assessments, advise on financial solutions including everyday banking, lending, home financing, and small business options, and promote digital self-serve tools to simplify banking for clients.

Qualifications

• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Readiness to collaborate and work in different capacities as part of a team.
• Experience in a consultative customer service or sales role.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Takes a lead in proactively engaging with existing customers and prospects.
• Engages customers to complete needs assessments and recommend tailored solutions.
• Promotes digital self-serve options to make banking easy and fast.
• Supports customer transactions needs based on customer traffic.
• Looks for ways to contribute to the ongoing improvement of the overall customer experience.
• Takes initiative to make each customer’s experience personal.

Skills

Communication

Interpersonal skills

Active listening

Problem solving

Team collaboration

Sales experience

Consultative selling

Customer service

Education

Post-secondary degree

Job description

Bank of Montreal is seeking a Retail Banking Sales & Service professional to deliver exceptional service and identify customer needs across channels.

You will engage with customers to complete needs assessments, advise on financial solutions including everyday banking, lending, home financing, and small business options, and promote digital self-serve tools to simplify banking for clients.