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Bilingual Virtual Banker - First Nations / Métis / Inuit

VIRTUAL61 - HomeRes - QC - BMO

Application Deadline:

04/29/2024

Address:

VIRTUAL61 - HomeRes - QC - BMO

Job Family Group:

Retail Banking Sales & Service

  • RSER and ALD qualified
  • Language requirements for the role: Strong verbal and written languages skills in both French and English
  • Work schedule: must be available to work from Monday to Friday from 8:30am to 7pm.
  • Work remotely from home.

We invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO’s Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Métis / Inuit applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities.

 

This is part of BMO’s ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration.

Understands customer needs and delivers an exceptional customer experience to a defined portfolio of client relationships. Understands client & business trends and acts as a source of information & expertise on personal banking for a specific market segment/specialty. Understands the local market and identifies opportunities to develop new and valuable opportunities to acquire new customers for BMO Financial Group. Meets the needs of portfolio clients and for new prospects by recommending solutions in the best interests of clients.

  • Knows the local market and proactively develops relationships with centres of influence.
  • Establishes and enhances the Bank’s profile by participating in meaningful and focused business and community activities; seeks out and creates opportunities to generate new business.
  • Contributes expertise Personal Banking business plans by sharing and referring new business opportunities.
  • Coordinates with key BMO partners to offer a One Bank experience to clients and prospects.
  • Manages a portfolio effectively by developing & implementing a business plan focused on identifying client needs and opportunities that will result in meeting or exceeding sales and service targets. Reviews and monitors sales, revenue and service performance against plan, identify gaps, and shares best practices.
  • Monitors plans on an ongoing basis to reflect opportunities and changes in the assigned portfolio and competitive local market; develops and executes actions plans to address any challenges.
  • Creates opportunities when resolving problems and escalations to make each client’s experience meaningful and demonstrate that the relationship is valued.
  • Performs comprehensive analysis required to assess financial health of business relationship and customer relationships.
  • Conducts …
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Job Profile

Tasks
  • Analyze data and provide recommendations
  • Build relationships with stakeholders
  • Conduct financial analysis
  • Identify new business opportunities
  • Understand customer needs
Skills

Bilingual Communication Customer Relationship Management Financial analysis Market Analysis Sales Strategy