At our company, we have been helping our customers and communities for over 190 years. Working with us means being part of a team of talented, 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.
BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives.
The Financial Services Manager is a key branch role, with knowledge of financial solutions and BMO products across every-day banking, investments and lending. By conducting complete conversations, Financial Services Managers Simplify the complex, Understand our customers’ needs, and Guide them with the right options and solutions.
Customer Accountability -
Engage customers in complete, needs based conversations to Simplify the complex, Understand our customers’ needs, and Guide them with the right options and solutions.
Complete applications and close sales as part of customer interaction
Document identified opportunities, and changes to customer situations and potential needs
Ensure calendars are full by proactively pre-booking customer appointments
Walk the floor: spend a minimum of one hour per week walking the branch floor to engage customers and look for opportunities to book appointments
Proactively contact customers: make out-bound calls from leads and multiple customer databases.
Team Accountability -
Attend and actively contribute to daily and weekly branch meetings
Meet with Customer Service Representatives to collaboratively look for opportunities to fill appointment calendar for the week
Meet with Branch Partners to discuss appointments and cross-referral opportunities
Training Accountability -
For internally-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
Organizational Accountability -
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
Adhere to Bank Policies and Procedures for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation, identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering
Protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements, and established yield, quality, diversification and risk guidelines
Comply with all regulatory, legal and ethical requirements
University degree or equivalent work experience. Completion of the Financial Services Manager development program at BMO or at least one year of equivalent training/experience at another financial institution. Eligible to be a Registered Investment Sales Representative (RISR) registered and lending qualified. Candidates must be willing to participate in a 6 month training program to progressively gain knowledge and build their capabilities. Candidates who do not meet the minimum requirements will be considered an Financial Services Manager in-training until they have fully completed the requirements to become a fully qualified Financial Services Manager.
BMO Financial Group thanks all applicants. We advise only those who qualify for an interview will be contacted.