• 2357284
  • (Reference :1600016327)
  • Financial Services Manager


  • Description
    Branch : Boucherville

    The Financial Services Manager – Fully Qualified is a core branch role, with knowledge of financial solutions and BMO products across every day banking, investments and lending. Financial Services Managers Simplify the complex, Understand our customers’ needs, and Guide them with the right options and solutions.


    Customer Appointments (50%)

    - Engage customers in complete, needs based conversations to identify financial services needs and recommend solutions
    - Complete applications and close sales as part of customer interaction, whenever possible
    - Document identified opportunities, and changes to customer situations and potential needs

    Self-sourced appointments (15%)

    - Ensure calendars are full by proactively pre-booking ~1/2 of expected customer appointments with a 5-day time horizon
    - Walk the floor: spend a minimum of one hour per week walking the branch floor (CSR wicket, queue, lobby, ATM) to engage customers and look for opportunities to book appointments
    - Proactive customer contacting: make calls from Optimizer and Library of Campaigns

    Preparation for Customer Conversations (10%)

    - Follow standardized process for preparing for customer appointments, including reviewing client information & history, identifying opportunities and pre-filling Needs Notepad

    Branch Meetings (5%)

    - Attend and contribute to standard set of daily and weekly branch meetings
    - Meet with CSRs to collaboratively look for opportunities to fill appointment calendar for the week
    - Meet with Branch Partners to discuss appointments and cross-referral opportunities

    Participate in Coaching Activities (5%)

    - Discuss performance and complete Coaching for Performance Assessment with BM bi-weekly
    - Conduct one customer appointment with BM side-by-side bi-weekly, and receive feedback

    Administration (5%)

    - Follow up on customer applications, and service requests; filing and other paperwork
    - Opening and closing activities; other activities to support branch operations as needed
    - Uses BMO tools diligently and in line with best practices (Optimizer, Calendar Connect, Customer Connect, etc.)

    Risk Management (10%)

    - Utilize the Our Approach to Risk Management framework to protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to:

    - lending process requirements,
    - established yield, quality, diversification and risk guidelines
    - Comply with all regulatory, legal and ethical requirements

    - Undergraduate degree or equivalent work experience.
    - Has completed the Financial Services Managers training program at BMO, or has equivalent training and experience (at least one year) at another financial institution
    - Eligible to be RISR registered and lending qualified


    - Projects a professional presence; proactively engages customers in complete conversations about their personal banking needs; listens actively to identify customer needs, clearly explains potential solutions and their benefit to the customer
    - Provide comprehensive and integrated financial solutions for customers, satisfying diversified deposit, borrowing and investment needs, goals and objectives; proactively recommends amendments to customers’ requests / current products to best suit their needs
    - Ability to adapt to a changing industry environment, and maintain currency of skill
    - Works cooperatively and productively with others
    - Identify opportunities for referrals and make smooth hand offs to partners in the BMO Financial Group of Companies

Company description

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