Bmo

Address: 885 West Georgia Street Job Family Group: Wealth Sales & Service Job Description: Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners. Responsibilities: Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance. Accepts and processes orders over the phone or in person. Proactively and professionally provides assistance to team members in order to meet client needs and team members' expectations. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards. Prepares and vets client / prospect calls lists; tracks progress as required. Maintains and organizes client database. Support sales and service objectives by delivering service to the team's...

Address: 1484 Water Street Job Family Group: Wealth Sales & Service Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners. Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans. Contribute to the Investment Advisor's business objectives by building and maintaining client relationships through client acquisition both from internal within existing book of business i.e. referrals and external sources through marketing initiatives. Coordinates marketing activities on behalf of several Investment Advisors. Expands the business growth potential of the branch and team through telemarketing and outbound calls as required. Provides information about products and services offered. Determines appropriate communication/service regarding all aspects of investing....

Address: 1001 Gibsons Way Job Family Group: Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities. Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals). Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Identifies opportunities during customer conversations to generate referrals for personal and commercial...

Address: 8324 Granville Street Job Family Group: Retail Banking Sales & Service Cantonese/Mandarin preferred Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Develops and executes weekly and monthly sales and marketing plans. Books customer appointments through branch referrals, outbound calls, incoming calls, and walk-ins. Provides sales and service support for other members of the team to complete transactions and support the achievement of business results. Responds to customer investment requests to fulfill basic investment product needs aligned with the customer's investment and/or retirement plans, or refers the customer to business partners and other business...

Address: 595 Burrard Street Job Family Group: Wealth Sales & Service Job Description: Supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients' needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness. Responsibilities: Assists in preparing new business proposals or presentations to clients/prospects. Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees. Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels. Determines client needs and ensures timely and accurate completion of transaction...

Address: 934 Baker Street Job Family Group: Retail Banking Sales & Service 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 with BMO partners to deliver the desired customer experience and achieve overall business objectives. 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...

Address: 826 Island Highway West Job Family Group: Wealth Sales & Service Location: 2, 826 West Island Highway - Parksville, BC - V9P 2B7 Supports the BMO Private Wealth branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners. Responsibilities: Support sales and service objectives by delivering service to the team's clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs. Maintains and organizes client database. Organizes work and information to ensure accuracy and completeness. Projects a professional and consistent image by adhering to organization's brand, corporate identity, and standards. Completes standardized tasks under supervision. Follows through on the risk and compliance...

Address: 4445 Dunbar Street Job Family Group: Retail Banking Sales & Service 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 with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch. Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and...

Address: 3331 No. 3 Road Job Family Group: Retail Banking Sales & Service Boldly Grow the Good and Be a part of BMO's excellent Personal Banker team where you will be provided with an online and in-person training program that you can apply along with your own sales and customer service experiences to deliver exceptional service to BMO's existing and prospective customers. Join a buzzing team who are serving the community with terrific service and providing outstanding banking solutions to achieve above standard service and branch recognition! This team also cares about you and your development which means you can pave the way to drive your skills, learning and career growth with BMO. Required fluency in English, Mandarin (must), Cantonese (asset) 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...

Address: 455 W Georgia Street Job Family Group: Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities. Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals). Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Identifies opportunities during customer conversations to generate referrals for personal and...