at BMO Financial Group in Calumet City, Illinois, United States
Job Description
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
+ Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
+ Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
+ As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
+ Meets customer transaction-based needs with seamless execution.
+ Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
+ Contributes to meeting branch business results and the customer experience.
+ Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
+ Acts as a key member of a collaborative and versatile branch and market team.
+ Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
+ Organizes work information to ensure accuracy and completeness.
+ Takes the initiative to find creative approaches that make each customer’s experience feel personal.
+ Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
+ Contributes to business results and the overall experience delivered in the branch.
+ May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
+ Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
+ Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
+ Maintains
