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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.
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
Knowledge & Skills
Strong Lending Knowledge
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
Valid driver's licence and vehicle is required
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