Financial Services Advisor

1 month ago


Essex, United Kingdom BMO Financial Group Full time
About the Role

We are seeking a highly skilled Financial Services Advisor to join our team at BMO Financial Group. As a key member of our branch, you will be responsible for delivering exceptional service to our customers and providing advice on financial solutions that meet their individual needs.

Key Responsibilities:

  • Support customer requests for banking services, including handling transactions and supporting customers who visit our branch.
  • 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 it easy, simple, and fast to bank with BMO.
  • Contribute to meeting branch business results and the customer experience.
  • Support operational activities, such as inventory management, escalated service requests, and following up on customer applications.
  • Manage, load, and reconcile cash transactions between treasury and various branch units.
  • Execute routine tasks within relevant service level agreements.
  • Proactively understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations.
  • Take the initiative to find creative approaches that make each customer's experience feel personalized.
  • Look for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • FOLLOW risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
  • Stay current with the wider financial services marketplace, legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Comply with legal and regulatory requirements for the jurisdiction.
  • Protect the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Complete standardized tasks under supervision.

What You'll Need:

  • No prior experience necessary; post-secondary degree or certification in a related field is desirable.
  • High-level knowledge of personal, commercial, and partner offers, and how each can best serve customers' individual needs.
  • Confident and experienced in the use of online tools and applications.
  • Skilled at helping people who don't find digital applications intuitive to gain confidence in how to use them and understand their benefits.
  • Project a professional presence.
  • Maintain a passionate commitment to helping customers.

Estimated Salary Range: $50,000 - $70,000 per year



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