BMO Financial Group Financial Services Manager in Quebec, Canada
Open House event on December 6th!
Where? Brossard branch - 2140, Lapinière boul., Brossard, 2nd floor
When ? Tuesday, December 6th between 11AM and 7PM
Come meet with managers and recruiters on site!
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
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
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
At our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.
To find out more visit our website atwww.bmo.com/careers.
BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Finance and Accounting