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Company: BMO Financial Group
Location: Toronto, ON
Job description: Application Deadline: 03/29/2024
Address: 1700 Wilson Avenue
Job Family Group: Retail Banking Sales & Service
IFIC or CSC must be completed
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 current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.
Qualifications: * Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) – as appropriate for the jurisdiction.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping customers.
- Drive to deliver a personal customer experience.
- A focus on results and the ability to thrive in a consultative sales and team-based environment.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Basic specialized knowledge.
- Verbal & written communication skills – Good.
- Organization skills – Good.
- Collaboration & team skills – Good.
- Analytical and problem solving skills – Good.
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at .
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
The content is a job description for a position at BMO in Retail Banking Sales and Service. The job entails providing exceptional service to customers, identifying their needs, and offering advice on financial solutions. The role also involves meeting branch business targets, working collaboratively with other employees, and staying current with banking regulations and personal banking products. The job requires 1-2 years of relevant experience and/or a related certification, as well as strong communication, analytical, and problem-solving skills. The content also provides an overview of BMO’s culture and values, and it includes a note to recruiters about submitting resumes.
Job Description
We are looking for a dedicated and experienced Product Manager to join our team. The Product Manager will be responsible for managing the entire product lifecycle, including conducting market research, defining product vision and strategy, working with engineering and design teams to bring new products to market, and analyzing performance and customer feedback to make data-driven decisions.
The ideal candidate will have a strong background in product management and a proven track record of launching successful products. They should also have excellent communication and leadership skills, as they will be working closely with cross-functional teams to drive product development and innovation.
Key Responsibilities:
– Conducting market research and competitive analysis to identify market opportunities and trends
– Collaborating with stakeholders to define product vision and strategy
– Gathering and prioritizing product requirements, defining product roadmaps, and creating feature release plans
– Working closely with engineering and design teams to develop and launch new products
– Analyzing product performance and customer feedback to make data-driven decisions for product improvements
– Communicating product updates and progress to stakeholders and executive team
– Building and leading a high-performing product team
Qualifications:
– Bachelor’s degree in Business, Marketing, or related field; MBA preferred
– 5+ years of product management experience in a technology or SaaS company
– Proven track record of launching and managing successful products
– Strong understanding of product development processes and methodologies
– Excellent communication, leadership, and project management skills
– Ability to thrive in a fast-paced, dynamic environment
– Experience with agile development and product management tools
– Strong analytical and problem-solving skills
If you are a strategic thinker with a passion for building and delivering great products, we want to hear from you. Join our team and help us deliver innovative solutions to our customers. Apply now!
Expected salary:
Job date: Sat, 10 Feb 2024 05:13:30 GMT
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