• 2357474
  • (Reference :1600020838)
  • Financial Services Manager


  • Description
    Flexibility required for the Montreal South shore market

    The Financial Services Manager In Training is an entry-level branch sales role, on a rigorous, defined learning path to the Financial Services Fully Qualified role. Financial Services Managers Simplify the complex, Understand our customers’ needs, and Guide them with the right options and solutions.


    Customer Appointments (25-40%)

    - 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-study Training (10-25%)

    - For IFL-delivered courses, complete all pre-work, pre-reading, and attend all virtual classroom sessions leading up to and between off-role courses
    - Consult Learning Library as needed to reinforce and supplement knowledge gained in training courses
    - In preparation for RISR exam, dedicate 1-2 hours per day to self-study

    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, 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 paper work
    - Opening and closing activities; other activities to support branch operations as needed

    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
    - Progressively gain knowledge of financial solutions, BMO’s products, processes and systems, and BMO Financial Group as training program is completed


    - 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
    - Learns quickly and is motivated to apply new knowledge
    - Works cooperatively and productively with others
    - Identifies opportunities for referrals and makes smooth hand offs to partners in the BMO Financial Group of Companies
    - Progressively able to fulfill a broader range of customer needs as additional training is completed

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