Job Description
This posting supports branches along the Sarnia‑Chatham‑Windsor corridor. Provides exceptional service to BMO customers and prospects, identifies customer needs, and offers advice on financial solutions in the customers’ best interests. Works collaboratively within the branch and with BMO partners to deliver a customer experience that achieves business objectives.
Responsibilities
- Collaborate with BMO partners to identify referral opportunities that grow the customer’s relationship beyond personal banking.
- Welcome and guide customers as they enter the branch lobby, offering advice on digital and self‑serve options to make banking easy, simple, and fast.
- Act as a lobby leader, conducting client conversations about banking services to recommend alternative channels and provide personal banking and investment advice.
- Meet customer transaction‑based needs with seamless execution.
- Review customer profiles and engage custo...