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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services, including banking products, investment management, and client portfolio management. Proven ability to build strategic client relationships, achieve sales targets, and provide tailored financial solutions while ensuring compliance with regulatory standards.
Highest-signal resume keywords
Financial Needs DiscoveryClient Portfolio ManagementSales Strategy & ExecutionRisk & ComplianceInvestment Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Banking ProductsInvestment SolutionsCash Flow AnalysisLending ProcessesCredit Risk PoliciesFinancial AdvisoryProduct & Solution DesignPortfolio ManagementDigital PlatformsSales Targets Achievement
Soft Skills
Relationship BuildingConsultative ApproachProblem SolvingMentoringCollaboration
Certifications & Qualifications
SIE ExamState Life and Health Insurance LicenseSeries 6Series 63Series 65Series 7Series 66Federal Registration with NMLS
Industry Keywords
Financial ServicesClient OnboardingRisk ManagementCompliance ProceduresCommunity OutreachAsset ManagementDigital AdoptionSales PerformanceTrust ManagementSuccession Planning
About the role
Key responsibilities & impact- Act as the primary client contact to uncover financial needs and provide holistic banking and investment solutions
- Build relationships with BMO partners, centers of influence, and the community
- Acquire new clients and grow assets under management, including deposits and investments
- Take a consultative approach to relationship building and develop financial recommendations
- Provide financial advice, guidance, and solutions across banking and investment products
- Collaborate with Financial Advisors on complex client needs
- Manage an assigned customer portfolio to uncover needs and identify sales opportunities
- Recommend products, pricing, and services and connect customers with experts
- Achieve sales targets through asset gathering and client acquisition
- Guide clients in using digital platforms and promote digital adoption
- Develop and execute business and sales strategies
- Identify value creation opportunities for target customer segments
- Participate in community outreach, seminars, campaigns, and client events
- Cultivate strategic client relationships and act as a trusted advisor
- Support client onboarding, documentation, and service delivery
- Escalate complex or unresolved client situations and complaints
- Maintain product knowledge and financial expertise
- Support strategic initiatives with internal and external stakeholders
- Monitor sales and service performance, identify gaps, and implement action plans
- Provide individual and group training to mentor and coach branch personnel
- Review credit applications and recommend remedies to maintain asset and credit quality
- Follow security, safeguarding, fraud prevention, money laundering prevention, confidentiality, risk management, and compliance procedures
- Execute timely, accurate, and efficient service
- Conduct quality customer review meetings for retention and relationship expansion
- Exercise judgment to diagnose and solve complex problems independently
Requirements
What you’ll need- Applicants must reside in the Tempe and Phoenix area at the time of application
- Must agree to a hybrid office schedule
- Typically, 3+ years of relevant experience
- Post-secondary degree in a related field preferred, not required
- Proven experience in a financial services organization
- Knowledge of banking products, associated services, pricing strategies, and profitability management
- SIE Exam
- State Life and Health insurance license
- Series 6, 63 and 65, or Series 7 and 66
- If licenses are not currently held, they are required within 120 days of the role start date
- Advanced understanding of deposit, loan including mortgage, and banking products and practices
- Knowledge of cash flow analysis, lending processes, credit risk policies and standards, legal and regulatory requirements, and bank policies
- In-depth understanding of brokerage and insurance products
- In-depth knowledge of 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 proficiency in Financial Needs Discovery, Product & Solution Design, and Investment, Insurance & Advisory Products
- Advanced proficiency in Deposit & Cash Management, Lending & Credit, Prospecting & Acquisition, Sales Strategy & Execution, Advisory & Communication, Client Onboarding, Experience & Retention, Portfolio & Relationship Management, Risk & Compliance, Learning Agility, and Collaboration
- Federal registration with the Nationwide Mortgage Licensing System and Registry required for U.S. consumer loan originators
- Criminal background review and credit history evaluation required
- Restrictions on performing in a real estate agent capacity
Benefits
Comp & perks- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones