saskjobs.ca real careers. real life.

Log in as: Job Seeker | Employer
New User?

Forgot Employer password?
Forgot Job Seeker password?

Job Order Detail


Home | Search Jobs | Job Order Details

Financial Services Manager

Job Order #: 5255103

Employer Name:
AON HEWITT FOR: BMO BANK OF MONTREAL
Posted Date:
16-Jan-2013
Location:
LLOYDMINSTER
 
# of Positions:
1
Employment Terms:
Full Time
Apply By:
04-Feb-2013
How to Apply?:
Online at www.bmo.com/careers Job I.D. 109680. Should you have difficulties applying online, you may submit your resume to Bradley.Binelli@aonhewitt.com indicating the position and location you are applying for. Please note, online applications will get first consideration.

Application Information

Employer Name:
AON HEWITT FOR: BMO BANK OF MONTREAL

Contact Name:
Bradley Binelli

Contact Email:
Bradley.Binelli@aonhewitt.com


Description

Mandate

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

Role 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.
Must have CSC or IFIC to be eligible to sell
mutual funds and lending qualified.
Candidates must be willing to participate in a 6
month training program to progressively gain
knowledge and build their capabilities.

BMO Financial Group thanks all applicants. We
advise only those who qualify for an interview
will be contacted.

 

email.gif  Email a Friend     print.gif  Print This Job    
red_x.gif  Flag as inappropriate

Job Search Safety Tips

aes.gif
Vous désirez plus d’information
en français sur ce poste?

Contactez-nous!
Home | Search Jobs | Job Order Detail