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.
Our Personal and Commercial line of business is the retail and commercial banking arm of BMO Financial Group in Canada, serving individuals, small to medium-sized and mid-market businesses. We offer a wide variety of personal and commercial banking products and services and we serve our customers in person at our branches, through our ABM network, over the Internet and by phone.
As a Financial Services Manager at BMO Bank of Montreal, you¿ll build strong relationships with customers in an exciting, sales-focused environment. The support of the branch team and the full-service offerings of BMO Financial Group provide you with the backing to confidently help customers meet their financial needs.
You will retain and expand customer relationships to achieve retention, sales, service and profitability objectives. You will identify opportunities to increase share of wallet by using advice based sales and service principles, practices and techniques. You will profile customers to develop an understanding of their needs and identify referrals to BMO partners for customers with more complex financial needs.
¿ Passion for helping customers
¿ Sales oriented with a demonstrated ability to proactively listen, identify sales opportunities and solve problems
¿ Strong communication and relationship-building skills
¿ Solid multitasking and decision-making skills
¿ Team player
¿ Demonstrated flexibility to adapt to a constantly changing environment
¿ Willingness to enrol in external courses and pursue continuous learning
Education and Accreditation
¿ Completed high school education or equivalent work experience
¿ May also require, or are willing to obtain, one of the following:
o Canadian Securities Course (CSC)
o Lending or Credit qualification
o Mutual Fund license
Mandarin and Cantonese language skills are strongly preferred.
BMO Financial Group thanks all applicants. We advise only those who qualify for an interview will be contacted.