Financial Services Manager
Vernon, British Columbia, Canada
12d ago


As a Financial Services Manager, you will :

  • Be a key member of a collaborative and versatile branch team
  • Proactively engage with customers to identify their needs using the bank’s tools and your understanding of the customer
  • Advise customers, offering financial solutions and products to meet their everyday banking, investment and lending needs
  • Help customers find new and alternate ways to bank with us by offering convenience and valuing their time.
  • Take the initiative and find creative approaches to enhancing the customer experience
  • Collaborate with various BMO partners and identify referral opportunities to further grow the customer relationship.
  • Keep up to date with the wider marketplace and regulatory environment, including operations, legal and ethical requirements.
  • It starts with listening

    At BMO Financial Group, the customer is always front and centre. We help them navigate a financial world that becomes more complex by the day.

    That means we ask more of our Financial Services Managers than ever before. You will need to get to know our business quickly and be fast on your feet, contributing to a flexible team that’s focused on keeping us competitive and customer focused.

    But underlying it all is your ability to build rapport with our customers and offer them personalized service. We’ll look to you to understand and anticipate their individual needs and shape our service to meet them.


    Your passionate commitment to customer service will be matched by :

  • Experience in a consultative customer service or sales role, with a drive to deliver solutions
  • Good knowledge of lending, investment and partner relationships ideally supported by an IFIC qualification (or equivalent) lending qualification
  • A focus on results and the ability to thrive in a sales environment
  • Readiness to collaborate and work in different capacities as part of a team
  • Excellent interpersonal skills, including the ability to build rapport and manage business relationships
  • An aptitude for solving problems, and responding flexibly and creatively to new challenges
  • A different kind of banking

    We’re the Bank of Montreal. Our vision is to be the bank that defines great customer experience. After all, money is personal, and a bank should be too -

    we’re people first and bankers second. And we care about our employees, our customers and the people in our communities.

    So whether you’re starting out in your career or looking for a change, BMO offers a range of possibilities for you to develop your potential to the fullest.

    You will get to know our business quickly, your ideas will be heard and your potential will always be recognized. Join us, and you will be part of a true team, collaborating with people who will help you build an exciting, solid career at BMO.

  • Our Values Who We Are : Our four values define who we are. They guide us past the easy thing to the right thing;
  • Integrity : Do what’s right.
  • Diversity : Learn from Difference.
  • Empathy : Put others first.
  • Responsibility : Make tomorrow better.
  • BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives.

    We’re here to help

    Add to favourites
    Remove from favourites
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Application form