What are the responsibilities and job description for the Financial Services Manager position at BMO Financial Group?
Job Overview
BMO Financial Group is a leading financial institution dedicated to delivering exceptional customer experiences and driving business growth. As a key member of our team, you will play a vital role in guiding and developing our employees to achieve outstanding results.
Salary and Benefits
We offer a competitive salary and benefits package that includes performance-based incentives, discretionary bonuses, and other perks and rewards. Our total compensation package is designed to support your financial well-being and help you achieve your career goals.
Key Responsibilities
- Guide and Develop Employees: Coach and mentor employees to deliver exceptional service to customers and prospects.
- Understand Customer Needs: Identify and understand the needs of BMO customers or prospects to provide sales and service in their best interests.
- Advising Customers: Advise customers on products and strategies that meet their financial objectives.
- Sales and Service Activities: Support sales and customer service activities to meet strategic customer experience and profitability goals.
- Regulatory Compliance: Ensure compliance with legal and regulatory requirements and the Bank's policies and processes.
- Team Performance: Improve team performance by recognizing and rewarding performance, coaching employees, supporting their development, and managing poor performance.
- Business Objectives: Contribute to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
- Customer Relationships: Develop and maintain a network in the community to enhance the Bank's visibility and build a strong referral source for new potential business.
- Knowledge and Skills: Maintain current knowledge of interdependent systems and related policies and procedures.
Requirements
- Experience: Typically between 4 - 6 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
- Knowledge: In-depth knowledge of retail banking products and services, working knowledge of branch operational processes and policies, and working knowledge of branch technologies, processes, and performance metrics.
- Skills: Data-driven decision making, leadership, communication, and problem-solving skills.
Benefits
We offer a comprehensive benefits package that includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Our goal is to support your overall well-being and help you achieve your career aspirations.
Accommodations and Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process.
