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Financial Services Manager-1600007403 - Offering in Montreal, Quebec

Posted on: 27-Apr-2016 8:39         Views: 95

Financial Services Manager-1600007403

The Financial Services Manager – Fully Qualified is a core branch role, with knowledge of financial solutions and BMO products across every day banking, investments and lending. Financial Services Managers Simplify the complex, Understand our customers’ needs, and Guide them with the right options and solutions.


Customer Appointments (50%)
• 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-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 & history, 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 paperwork
• Opening and clo
11 rue Nicholson Valleyfield,QC
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