Responsibilities

• Deliver exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions that are in the best interests of customers.
• Collaborate within the branch and with BMO partners to deliver the desired customer experience and achieve business objectives.
• Identify referral opportunities that grow the customer's relationship with BMO beyond personal banking.
• Welcome and guide customers in the branch lobby, offering advice and guidance on available digital and self‑serve options.
• Assist in conducting client conversations to recommend alternative banking channels and provide personal banking and investment advice.
• Meet transaction‑based customer needs with seamless execution.
• Review customer profiles and engage customers in needs‑based conversations to identify opportunities and address everyday banking and credit card needs.
• Support operational acti...