Retail Banking Relationship Specialist - Kansas City - BMO Financial

    BMO Financial
    BMO Financial Kansas City

    12 hours ago

    Description
    Retail Banking Relationship Specialist
    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 through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

    Key Responsibilities:

    • Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
    • Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)),
    • Offers clients advice on available digital options making banking easy simple fast via online tools Smartphones tablets apps social media platforms etc.,
    • ,Supports transactions based on traffic patterns serving diverse customer groups including personal small businesses (visit our website for more details).
    Broad work or accountabilities may be assigned as needed

     



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