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)), and small business solutions).
Offers clients advice and guidance on available digital and self‑serve options with the goal of making banking easy, simple, and fast.
Supports customer transaction needs based on customer traffic.
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Addresses questions and resolves issues raised through co...