Job Overview
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…
What you'll do
- Guide, direct, and coach employees to deliver exceptional service
- Understand customer needs and provide tailored sales and service
- Advise customers on financial products and strategies
- Identify and make referrals to other business groups
- Support sales and customer service activities
- Meet strategic customer experience goals
- Meet profitability goals
- Ensure compliance with legal requirements
What you'll need
- Understanding of BMO customer needs and financial products
- Knowledge of legal and regulatory compliance requirements
- Ability to guide and coach employees
- Customer relationship management skills
- Sales and service experience
About the Company
BM