Client Relationship Specialist

Job Description for Client Relationship Specialist:

Offers exceptional assistance to BMO customers and potential clientele, understanding their needs, and giving advice on financial solutions that are advantageous to them. Collaborates harmoniously within the branch and through various platforms with BMO partners to furnish the desired customer service and fulfill general business purposes.

Responsibilities for Client Relationship Specialist:

• Leads in actively engaging with current clients and potential leads by offering customized evaluations to enhance loyalty and detect immediate or future opportunities in a proactive manner.
• Prompts customers to engage in needs evaluations to pinpoint financial solutions and favored banking channels, delivering tailored recommendations that address both sales and service needs, which may include everyday banking services, retail investment opportunities, lending products, home financing solutions (including business-for-self applications), and small business support.
• Guides clients on utilizing digital and self-service solutions effectively to simplify and accelerate their banking activities.
• Helps customers with their transactions based on the flow of customers.
• Involves clients in advancing BMO's business by initiating communication, arranging meetings, and forging relationships in the surrounding area.
• Resolves consumer credit audit inquiries and quality evaluation issues to ensure accurate data entry and lending application recommendations are aligned with legal and regulatory obligations and lending policies and procedures.
• The application of the risk management framework is crucial for maintaining the quality and integrity of the Bank's lending portfolio in accordance with the prescribed standards and established criteria for yield, quality, diversification, and risk.
• Offers credit advice for personal borrowing activities, such as home mortgages, based on established credit evaluation principles and in compliance with the Bank's regulations.
• Functions as an essential part of a united and flexible department and commercial team.
• Implementing strategies to probe and comprehend the personal banking and credit card needs of clients while integrating marketing offers and initiatives into conversations to deliver strategic counsel.
• Arranges work-related information meticulously to guarantee its accuracy and entirety.
• Takes the lead in exploring imaginative approaches to create a unique and individualized experience for each client.
• Aims to find ways to enhance the continual improvement of the overall customer experience.
• Impacts both the business performance and the level of service offered to customers.
• Adapting to market demands may involve working at different branches or channels, resulting in diverse weekly schedules that vary in terms of shifts, hours, and days worked.
• Ensures the execution of risk and compliance frameworks to safeguard the resources of clients, preserve their anonymity, and operate in their utmost benefit.
• Keeps abreast of the wider financial services marketplace, the legal and regulatory context, and our promise to adhere to the highest ethical standards in our field.
• Ensures a thorough understanding of current personal banking products, practices, and trends to seamlessly integrate them into conversations with customers.
• Observes and communicates potential instances of suspicious activity indicative of money laundering activities.
• Meets the legal and regulatory obligations of the jurisdiction.
• Preserves the bank's resources while meeting the necessary regulatory, legal, and ethical guidelines.
• Executes a diverse set of tasks that are complex in nature and operates within prescribed regulations, which may involve dealing with escalated concerns from other team members.
• Assesses concerns and decides on future courses of action.
• Further tasks or assignments may be given as the situation demands.

Qualifications for Client Relationship Specialist:

• The preferred qualifications include approximately 2 to 3 years of relevant work experience and a post-secondary degree in a related field, or an equivalent blend of education and practical experience.
• The registration for selling investment products in Canada has been appropriately processed according to jurisdictional standards.
• Fitting loan standards and accreditations.
• Having practical insight into the requirements and answers pertinent to personal and small business customers.
• Understanding of retail investment vehicles and credit offerings.
• Experience working in finance is valuable.
• Experienced and self-assured in operating social media channels, tablets, smartphones, online utilities, and applications.
• Prior experience in a customer service or sales capacity that prioritizes consulting with customers and delivering individualized service.
• Strong determination to aid our clients passionately.
• Focus on delivering a one-on-one customer service experience.
• Prioritizing results and thriving in a team-based sales atmosphere that values consultation.
• Resourceful individual with the audacity and conviction to interact with clientele.
• Openness to collaborate and engage in various capacities as a team member.
• Skilled in establishing rapport and meaningful interactions with customers.
• Showing a proficiency in listening, troubleshooting, and responding innovatively to fresh hurdles.
• Specialized knowledge.
• Skills related to oral and written expressions
• Organization skills
• Collaboration entails the combined effort of individuals with varied skills and strengths, working collectively towards a shared objective
• Competence in logical reasoning and troubleshooting capabilities

About Us:

As part of the BMO team, you are esteemed, heard, and esteemed, offering you various paths to expand your horizons and create a positive effect. We are committed to aiding you in making a difference right from the beginning, for both yourself and our clientele. We will provide you with the necessary tools and resources to achieve new milestones while also assisting our customers in reaching their own goals. Through comprehensive training and mentorship, managerial backing, and networking possibilities, we aim to help you develop valuable experiences and broaden your skill set.

Acting as an equal opportunity employer, BMO ensures that all candidates are treated fairly during the selection process. The evaluation of applicants is based on qualifications and skills, without discrimination on grounds of race, religion, color, origin, gender, sexual orientation, gender identity, transgender standing, age, veteran position, disability, or other lawful safeguards. BMO also follows legal guidelines when considering individuals with past criminal convictions.

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