- BMO Financial Group (Waterford, CA)
- …their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer ... knowledge of bank services, products, and processes. + Fulfills sales and service activities for the customer ...support to branch employees to maintain operational and sales effectiveness and recommends improvements. + Plans and controls… more
- BMO Financial Group (Modesto, CA)
- …market, BMO partners, and the community to build relationships and deliver the desired customer experience. + Uses a consultative sales process to develop strong ... identify new opportunities and deliver a differentiated experience. Our customer -centric approach prioritizes client goals through financial planning, delivering… more
- BMO Financial Group (Modesto, CA)
- …media, tablets, Smart phones, online tools, and applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal ... preferred.** Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions… more
- H&R Block (Modesto, CA)
- …virtual tax interviews that create confidence in clients + Tax planning and audit support experience + Sales and/or marketing experience What you'll bring to the ... clients with diverse tax needs and you'll have the support of an expert team, dedicated to providing you...better if you also had + CPA or Enrolled Agent certification + Experience completing complex tax returns +… more