Overview Deliver exceptional service to BMO customers and prospects by identifying their needs and providing advice and guidance on financial solutions that best serve their interests. Work collaboratively within the branch and with BMO partners across multiple channels to deliver a seamless customer experience and achieve business objectives. Responsibilities • Proactively engage existing customers and prospects with needs-based assessments to grow loyalty and uncover immediate and future opportunities.• Conduct needs assessments that identify suitable financial solutions and preferred banking channels, recommending tailored solutions covering everyday banking, retail investments, lending (home financing, business-for-self applications), and small business solutions.• Offer advice on digital and self‐serve options to make banking easy, simple, and fast.• Support customer transaction needs based on traffic and generate appointments to build new relationships within the community.• ...