Financial Service Representative

hace 2 semanas

Valencia, Estado Carabobo, Venezuela Bank of Montreal (BMO) A tiempo completo

At Bank of Montreal (BMO), we are driven by a shared Purpose: Boldly Grow the Good in business and life. As a member of our team, you will be valued, respected, and heard. We strive to help you make an impact from day one – for yourself and our customers. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

Job Summary

We are seeking a skilled Financial Service Representative to join our Retail Banking team. In this role, you will deliver exceptional service to BMO customers and prospects, identifying their needs and providing advice and guidance regarding financial solutions that are in their best interests.

You will work collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. This includes welcoming and guiding customers as they walk into the branch lobby, and offering advice and guidance on available digital and self-serve options. You will also assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.

Key Responsibilities
  • Deliver exceptional service to BMO customers and prospects
  • Identify customer needs and provide advice and guidance regarding financial solutions
  • Work collaboratively within the branch and with BMO partners to deliver the desired customer experience
  • Welcome and guide customers as they walk into the branch lobby
  • Assist in conducting client conversations about banking services
  • Provide personal banking and investment advice

You will also be responsible for meeting customer transaction-based needs with seamless execution, reviewing customer profiles and engaging customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Additionally, you will contribute to meeting branch business results and the customer experience, supporting operational activities such as inventory management, escalated service requests, and following up on customer applications.

Requirements

To succeed in this role, you will need:

  • A strong consultative approach to customer service
  • The ability to build rapport and connections with customers
  • Excellent verbal and written communication skills
  • Strong analytical and problem-solving skills
  • Basic specialized knowledge of retail banking products and services

You will also need to be a resourceful self-starter with courage and confidence to approach customers, and have a readiness to collaborate and work in different capacities as part of a team. A focus on results and the ability to thrive in a consultative sales and team-based environment is essential.

Compensation

The salary range for this position is $41,715.00 - $49,000.00 per year, paid bi-weekly. The salary will vary based on factors such as location, skills, experience, education, and qualifications for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

BMO offers a comprehensive compensation package, including performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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