Retail Banking Solutions Advisor

BMO U.S.; Cedar Crest (NM); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group’s Cedar Crest branch seeks an experienced professional to deliver exceptional service, assess customer needs, and guide financial solutions. The role collaborates across channels to enhance the customer experience and achieve business objectives.

The candidate will engage with customers to grow relationships, handle needs-based assessments, and recommend tailored personal and small business banking solutions, including credit and lending options, while adhering to regulatory

Qualifications

• Post-secondary degree in related field and 2-3 years of relevant experience desirable.
• Canada only: Registration to sell investment products completed.
• Appropriate lending qualifications and designations.
• Knowledge of personal and small business customer needs and solutions.
• Knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Comfort with social media, tablets, smartphones, and online tools.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to grow BMO’s business and build relationships.
• Contributes to risk management and compliance.
• Proactively engages with customers to complete needs assessments.

Skills

Interpersonal skills

Verbal & written communication

Analytical and problem solving

Customer service orientation

Problem solving

Self-motivation

Education

Post-secondary degree in related field

Tools

Social media usage

Tablets & smartphones

Online tools & apps

Job description

BMO Financial Group’s Cedar Crest branch seeks an experienced professional to deliver exceptional service, assess customer needs, and guide financial solutions. The role collaborates across channels to enhance the customer experience and achieve business objectives.

The candidate will engage with customers to grow relationships, handle needs-based assessments, and recommend tailored personal and small business banking solutions, including credit and lending options, while adhering to regulatory