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Customer Interaction:
- Understands customer needs and provides sales and service.
- Advises customers on wealth and investment strategies.
- Manages transactional outcomes of customer contacts.
Responsibilities:
- Maintains current knowledge of investment markets.
- Integrates marketing promotions into customer conversations.
- Identifies and reports suspicious activity.
Qualifications:
- Experience in related field.
- Knowledge of competitive market place trends.
- Verbal & written communication skills.
BMO Financial Group
BMO Financial Group is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, they provide personal and commercial banking, wealth management and investment services to more than 12 million customers.