Personal Banking Relationship Specialist

BMO; Richfield (MN); Vor Ort; USD 43.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

BMO in Richfield, MN is seeking a customer-focused Financial Service Specialist to deliver exceptional service in Retail Banking Sales & Service and to identify financial solutions that best meet customer needs.

You will engage existing clients and prospects, guide them on banking channels, and collaborate with partners to grow loyalty while ensuring compliance and quality standards.

Qualifikationen

• 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.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Verbal & written communication skills - Good.

Aufgaben

• 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.
• 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 audits and checks to ensure compliance with lending policies and processes.

Kenntnisse

Customer service

Consultative sales

Interpersonal skills

Listening

Analytical problem solving

Ausbildung

Post-secondary degree in related field

Tools

Social media

Tablets

Smartphones

Online tools

Jobbeschreibung

BMO in Richfield, MN is seeking a customer-focused Financial Service Specialist to deliver exceptional service in Retail Banking Sales & Service and to identify financial solutions that best meet customer needs.

You will engage existing clients and prospects, guide them on banking channels, and collaborate with partners to grow loyalty while ensuring compliance and quality standards.