Client Specialist

🕒 3 days ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $51.8k - $95.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies • Works collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience • Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities • Makes recommendations on products, pricing, and services; connects customer with experts based on financial decisions • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition • Delivers consistent client service using established playbook and guidelines • Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives • Actively participates in the community to identify prospects through relationship building efforts • Sources new revenue and investments through client acquisition and deepening existing relationships

🎯 Requirements

• Typically, 3+ years of relevant experience • Post-secondary degree in related field of study preferred, not required • Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management • SIE Exam, Series 6, 63, 65, state Life and Health insurance licenses required; Series 7, 66 or 65 licenses preferred • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards • In-depth understanding of brokerage and insurance products • In-depth knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning • In-depth understanding of personal trust and investment management • In-depth knowledge of client portfolio management • Technical proficiency gained through education and/or business experience • Intermediate level of proficiency: Financial Needs Discovery, Product & Solution Design, Investment, Insurance & Advisory Products • Advanced level of proficiency: Deposit & Cash Management, Lending & Credit, Prospecting & Acquisition, Sales Strategy & Execution, Advisory & Communication, Client Onboarding, Experience & Retention, Portfolio & Relationship Management, Risk & Compliance, Learning Agility, Collaboration

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans