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.
Responsibilities
- Collaborate within the branch and across channels with BMO partners to deliver the desired customer experience and achieve business objectives.
- Identify customer needs and initiate referrals to BMO colleagues.
- Support customer requests for banking services, including handling transactions and inquiries.
- Welcome customers warmly and meet their banking service and transactional needs with seamless execution.
- Offer advice and guidance on available digital and self‑serve options to make banking easy, simple, and fast.
- Review customer profiles and engage in needs‑based conversations to identify potential opportunities and address everyday banking, credit card, and other needs.
- Escalate complex or unres...