• 2357764
  • (Reference :1600018074)
  • Business to Business, Lending Specialist

DESCRIPTION

  • Description



    Mandate
    - Originate, build and relationship manage a
    third-party network of external referral sources (eg. Financial Planners,
    Investment Advisors, Accountants, Insurance Brokers, Nesbitt Burns
    Advisors) in order to build a pipeline of Specialized Lending
    Business - Develop, implement, review and revise a
    rolling 12 month market plan to maximize referrals and origination of
    specialized lending deals - Work cross-functionally with Area colleagues
    to maximize share of wallet (bank accounts and credit card) & acquire
    new BMO customers through cross-sell & relationship management
    opportunities where appropriate.

    Key Accountabilities
    - Work toward the
    achievement of sales targets for Specialized Lending by applying sales and
    service principles, practices and techniques in order to originate,
    underwrite and close personal lending solutions for the retail customers
    of referral sources. - Proactively contact
    and engage external third party referral sources. Create strong
    relationships which lead to referral of new BMO customers who require
    complex lending/cash flow management. - Lead client/advisor
    discussions and sell all personal lending products. Ability
    to fulfill and service when required. - Establish and enhance
    Bank’s presence within the community through participation in Chamber of
    Commerce, Kiwanis Club, sporting activities (golf, hockey, etc) and
    local trade shows, etc. - Proactively contact
    advisors identified through the creation of National partnerships and/or
    create local partnerships - Accountable for Risk
    Management and Pricing Authority - Identify and make
    appropriate referrals to BMO Partners that add value to the
    customer

    Normal
    0


    21


    false
    false
    false

    EN-US
    X-NONE
    X-NONE


































































































































































    /* Style Definitions */
    table.MsoNormalTable
    {mso-style-name:"Table Normal";
    mso-tstyle-rowband-size:0;
    mso-tstyle-colband-size:0;
    mso-style-noshow:yes;
    mso-style-priority:99;
    mso-style-parent:"";
    mso-padding-alt:0cm 5.4pt 0cm 5.4pt;
    mso-para-margin-top:0cm;
    mso-para-margin-right:0cm;
    mso-para-margin-bottom:10.0pt;
    mso-para-margin-left:0cm;
    line-height:115%;
    mso-pagination:widow-orphan;
    font-size:11.0pt;
    font-family:"Calibri","sans-serif";
    mso-ascii-font-family:Calibri;
    mso-ascii-theme-font:minor-latin;
    mso-hansi-font-family:Calibri;
    mso-hansi-theme-font:minor-latin;
    mso-ansi-language:EN-US;
    mso-fareast-language:EN-US;}
    Qualifications



    Knowledge & Skills
    - Strong Lending Knowledge - Networking Ability - Organized and able to Prioritize - Self Starter/Motivated
    and ability to work with minimal supervision - Excellent Presentation Skills - Investment and Insurance Industry
    Knowledge - In-depth knowledge and
    understanding of BMO Group of Companies products, services, organization and
    interrelationships. - Ability to conduct
    complete Customer conversations and Needs Assessment - Basic knowledge of
    Commercial and Small Business Banking product suite and
    policies - Bilingualism - Valid driver's licence
    and vehicle is required

Company description

More jobs from this employer

 

New on Jobboom

Your profile and CV will now be visible to employers.

  • Be noticed and contacted directly by recruiters
  • Increase your chances of finding your dream job

Don’t forget to complete your profile and update your CV to help employers find you.