Strategic Banking Advisor – Personal Solutions
BMO
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Benefits offered by this job
Job summary
BMO is hiring in the United States for a Retail Banking Sales & Service role focused on delivering exceptional customer experiences. You will identify needs, offer tailored financial solutions, and guide customers through digital options to simplify banking.
A collaborative mindset helps you drive branch goals while maintaining compliance across lending and service processes. The role involves engaging customers, generating appointments, and building community relationships across channels, with
Qualifications
- Typically between 2-3 years of relevant experience with a post-secondary degree desirable.
- Knowledge of retail banking products, services, and solutions.
- Experience in a consultative customer service or sales role.
Responsibilities
- Identify customer needs and provide advice on financial solutions across channels.
- Lead needs assessments to grow loyalty and identify opportunities.
- Recommend tailored solutions for everyday banking, lending, and investments.
- Ensure accurate data entry and lending recommendations in compliance with policies.
- Build relationships and contribute to branch and market team objectives.
Skills
Education
Job description
BMO is hiring in the United States for a Retail Banking Sales & Service role focused on delivering exceptional customer experiences. You will identify needs, offer tailored financial solutions, and guide customers through digital options to simplify banking.
A collaborative mindset helps you drive branch goals while maintaining compliance across lending and service processes. The role involves engaging customers, generating appointments, and building community relationships across channels, with
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