
Website BMO Financial Group
Job Description:
You’ll guide, direct, and coach staff to deliver exceptional service to BMO customers and prospects. You understand the needs of BMO customers or prospects to provide exceptional sales and service in the best interest of the customer. You and your team will advise customers on daily banking solutions that meet their financial needs. As a team to identify and make referrals to other business partners. You and your team support sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank’s policies and processes.
Job Responsibilities:
- Conducts cold calls to prospective customers to develop new customer relationships.
- Maintains a high-touch relationship with key branch customers and prospects within the market.
- Supports the Bank’s community involvement and participates in community activities.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.
- Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.
- Resolves customer related issues using knowledge of bank services, products, and processes.
- Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
- Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
Job Requirements:
- Verbal & written communication skills – In-depth.
- Working knowledge of competitive marketplace and trends in product offerings.
- Awareness of retail banking products and services.
- Collaboration & team skills – In-depth.
- Previous leadership or management experiences – preferred.
- Typically between 4 – 8 years of relevant high touch service and sales excellence experiences and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Technical proficiency gained through education and/or business experience.
- Analytical and problem solving skills – In-depth.
Job Details:
Company: BMO Financial Group
Vacancy Type: Full Time
Job Location: Kelowna, BC, Canada
Application Deadline: N/A
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