James in three words: Ambitious | Committed | Passionate Financial Services Manager for BMO Financial Group, taking care of providing exceptional customer service by finding solutions to everyday banking needs including Account opening, Lending, and Investments. Currently in the training stage for lending qualification....
Financial Services Manager in Training
- Currently in the Lending Qualification training as a Personal Lending Specialist
- Investment Funds in Canada Mutual Fund License Obtained
- Situated in the Downtown Montreal Region
Quebec District - Downtown Montreal Market
● Provide financial solutions to clients while processing personal and/or commercial transactions.
● Analyzing customer profiles by having detailed conversations and finding financial opportunities.
● Refer clients to branch team members, financial services manager and financial planners.
● Providing exceptional customer service to ensure and meet all client needs.
● Contacted regular commercial clients about their everyday financial services with BMO.
● The ambassador of the BMO brand in the one-on-one interactions with customers.
● Supported and helped train new customer service representatives.
● Proactively demonstrate lobby leadership and educate our customers on self-serve options available to them with the goal to deliver an enhanced customer experience.
● Make cold calls to maximize branch opportunities.
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