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Company

BMO

Address Vancouver, British Columbia, Canada
Employment type FULL_TIME
Salary
Category Financial Services
Expires 2023-09-18
Posted at 8 months ago
Job Description
Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports 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.


  • Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
  • Working knowledge of branch technologies, processes, and performance metrics.
  • Reviews results and performance measures against plans and standards (e.g. sales targets, service targets, referral targets) to address gaps and develop plans.
  • Working knowledge of competitive marketplace and trends in product offerings.
  • Resolves customer related issues using knowledge of bank services, products, and processes.
  • General knowledge of retail banking products and services.
  • Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.
  • Complies with all legal and regulatory requirements for the jurisdiction.
  • Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Analytical and problem solving skills - In-depth.
  • Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
  • Collaboration & team skills - In-depth.
  • Specialized knowledge from education and/or business experience.
  • Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
  • 1-3 years of banking or customer service/sales or equivalent experience.
  • Broader work or accountabilities may be assigned as needed. Qualifications:
  • Working knowledge of branch operational processes and policies.
  • Builds effective relationships with internal/external stakeholders.
  • Works mostly independently.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
  • General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
  • Verbal & written communication skills - In-depth.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Analyzes data and information to provide insights and recommendations.
  • Influence skills - In-depth.
  • Provides input into area business and market plans to optimize new and existing business opportunities within the community.
  • Thinks creatively and proposes new solutions.
  • Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.
  • Previous supervisory or management experience - preferred.
  • Coordinates service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalates for resolution.
  • Focus may be on a business/group.
  • Ensures alignment between values and behaviour that fosters diversity and inclusion.
  • 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.
  • Maintains the confidentiality of customer and Bank information.
  • Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
  • Attracts, retains, and enables the career development of top talent.
  • Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
  • Fulfills sales and service activities for the customer in accordance with approved procedures.
  • Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
  • Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.


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 https://jobs.bmo.com/us/en


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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.