Financial Services Coordinator

Financial Services Coordinator
Employment type: Full-time
City: Charlottetown
Last visit: 2014-05-14
Author's ads: 1

Posted: 2014-05-14


* Provide customer satisfaction excellence.

* Ensure customers experience a professional/courteous branch visit.

* Provide high quality support to FSM/Sales Specialist teams.

* Schedule/monitor appointments; direct walk-in customer, telephone, fax, referral & mail traffic.

* Apply sales principles & techniques.

* Identify sales opportunities & refer likely clients to BMO Group of Companies for other new business.

* Provide sales administrative support to Community Market Team Sales Team for personal lending/investment/G/L suspense account activities.

* Partner with Service Team to achieve National Svc Standards.

* Use formal & informal opportunities to coach & be coached.

* Contribute as integral member of the team to achieve Community goals.


* Proficient level knowledge of: Everyday Banking, Investments, Self-Management & Teamwork

* Functional level knowledge of: Relationship Sales & Management, Personal Lending

* Introductory level knowledge of: Trust Services, Commercial Lending, and Commercial Cash Management.

Desirable: willingness to enroll in external courses and pursue continuous learning

At our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and 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.

To find out more visit our website at

"BMO Financial Group is committed to an inclusive and barrier-free workplace. By embracing diversity, we gain strength through our people and our perspectives."

Career Level: Experienced

Education: High School Diploma

Industry: Financial Services and Banking

Job Function: Sales and Business Development