Mortgage Specialist
1 week ago
BMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of homeownership by providing expert guidance and support throughout the mortgage application process.
Key Responsibilities- Develop and maintain a strong network of referral partners to generate new business opportunities.
- Identify and pursue cross-selling and up-selling opportunities to increase sales and profitability.
- Collaborate with branch teams to ensure seamless customer service and support.
- Stay up-to-date with industry trends, regulatory requirements, and best practices to provide expert advice to customers.
- Provide exceptional customer service and support to ensure customer satisfaction and loyalty.
- Typically 3-5 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
- Strong interpersonal, sales, customer service, and negotiation skills.
- Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
- Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
- Strong knowledge of the broader real estate industry and mortgage market.
BMO offers a competitive compensation package, including a commission structure, as well as opportunities for professional growth and development. We are committed to creating a diverse and inclusive work environment that values and respects our employees.
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Mortgage Specialist
1 week ago
Kamloops, British Columbia, Canada BMO Full timeApplication Deadline:09/29/2024Address:1180 Columbia St W, Unit 101-FJob Family Group:Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much...
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Sales Representative
3 days ago
Kamloops, British Columbia, Canada Scotiabank Full timeAbout the Role:We are seeking a highly motivated and results-driven Sales Representative to join our team at Scotiabank. As a Sales Representative, you will be responsible for onboarding customers who have purchased a mortgage through our indirect mortgage salesforce.Key Responsibilities:Deepen customer relationships through the sale of banking solutionsWork...
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Sales Representative
4 days ago
Kamloops, British Columbia, Canada Scotiabank Full timeAbout the Role:We are seeking a highly motivated and results-driven Sales Representative to join our team at Scotiabank. As a Sales Representative, you will be responsible for onboarding customers who have purchased a mortgage through our indirect mortgage salesforce.Key Responsibilities:Deepen customer relationships through the sale of banking solutionsWork...
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Sales Representative
4 days ago
Kamloops, British Columbia, Canada Scotiabank Full timeAbout the Role:We are seeking a highly motivated and results-driven Sales Representative to join our team at Scotiabank. As a Sales Representative, you will be responsible for onboarding customers who have purchased a mortgage through our indirect mortgage salesforce.Key Responsibilities:Deepen customer relationships through the sale of banking solutionsWork...
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Experienced Financial Consultant
4 weeks ago
Kamloops, British Columbia, Canada Envision Financial Full timeWe are looking for a Senior Investment Advisor to provide top-notch financial guidance and support. The Senior Investment Advisor is responsible for delivering outstanding service to a designated group of clients by offering a comprehensive suite of investment, savings, and intricate lending solutions. This role involves assessing clients' life stages and...
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Experienced Financial Consultant
4 weeks ago
Kamloops, British Columbia, Canada Envision Financial Full timeWe are looking for a Senior Financial Advisor to enhance our client services. The Senior Financial Advisor is responsible for delivering outstanding service to a designated group of clients by providing a comprehensive array of investment, savings, and sophisticated lending solutions. This role involves understanding the financial life stages of clients and...
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Investment and Lending Specialist
7 days ago
Kamloops, British Columbia, Canada Envision Financial Full timeJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key ResponsibilitiesMember Service: Build strong...
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Investment and Lending Specialist
1 week ago
Kamloops, British Columbia, Canada Envision Financial Full timeJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key ResponsibilitiesMember Service: Build strong...
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Insurance Relationship Manager
9 hours ago
Kamloops, British Columbia, Canada Interior Savings Full timeAbout the Role:The Customer Service Insurance Agent role at Interior Savings is a key position that supports our vision by building strong relationships with clients, identifying their insurance needs, and providing tailored solutions to meet their requirements.Key Responsibilities:Maintain and grow personal lines business by proactively selling and...
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Customer Service Insurance Representative
3 days ago
Kamloops, British Columbia, Canada Interior Savings Full timeAbout the Role:The Customer Service Insurance Representative supports Interior Savings' vision by developing valuable long-term relationships with clients, proactively determining and filling their insurance needs, and providing them with sound advice and high-quality, tailored insurance solutions to meet their needs.Key Responsibilities:Maintain personal...
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Personal Lines Insurance Agent
7 days ago
Kamloops, British Columbia, Canada Interior Savings Full timeAbout the Role:The Customer Service Insurance Agent role supports Interior Savings' vision by developing valuable long-term relationships with clients, proactively determining and filling their insurance needs, and providing them sound advice with high-quality, tailored insurance solutions to meet their needs.Key Responsibilities:Maintain personal lines...
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Personal Lines Insurance Agent
1 week ago
Kamloops, British Columbia, Canada Interior Savings Full timeAbout the Role:The Customer Service Insurance Agent role supports Interior Savings' vision by developing valuable long-term relationships with clients, proactively determining and filling their insurance needs, and providing them sound advice with high-quality, tailored insurance solutions to meet their needs.Key Responsibilities:Maintain personal lines...
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Customer Service Insurance Representative
3 days ago
Kamloops, British Columbia, Canada Interior Savings Full timeAbout the Role:The Customer Service Insurance Representative supports Interior Savings' vision by developing valuable long-term relationships with clients, proactively determining and filling their insurance needs, and providing them with sound advice and high-quality, tailored insurance solutions to meet their needs.Key Responsibilities:Maintain personal...
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Experienced Financial Consultant
4 weeks ago
Kamloops, British Columbia, Canada Envision Financial Full timeWe are currently looking for a Senior Financial Advisor to enhance our service offerings. The Senior Financial Advisor is responsible for delivering outstanding client service to a designated group of members by providing a comprehensive suite of investment, deposit, and sophisticated lending solutions. This role involves assessing the financial life...
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Mortgage Specialist
3 weeks ago
Kamloops, Canada BMO Full timeApplication Deadline: 08/30/2024 Address: 1180 Columbia St W, Unit 101-F Job Family Group: Retail Banking Sales & Service Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all...
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Mobile Mortgage Specialist
1 month ago
Kamloops, Canada TD Bank Full timeWork Location:CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:Kamloops,...
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Customer Service Insurance Agent
3 months ago
Kamloops, Canada Interior Savings Full timeTheCustomer Service Insurance Agentrole supports Interior Saving’s vision by developing valuable long-term relationships with clients, pro-actively determining and filling their insurance needs and providing them sound advice with high quality, tailored insurance solutions to meet their needs. What you'll do: This role maintains personal lines...
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Customer Service Insurance Agent
1 month ago
Kamloops, Canada Interior Savings Full timeColumbia Insurance Branch1210 Summit DriveUnit 370CKamloops, BC V2C 6M1, CANDescriptionThe Customer Service Insurance Agent role supports Interior Saving’s vision by developing valuable long-term relationships with clients, pro-actively determining and filling their insurance needs and providing them sound advice with high quality, tailored insurance...
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Customer Service Insurance Agent
1 month ago
Kamloops, Thompson-Nicola Regional District, CA Interior Savings Full timeColumbia Insurance Branch1210 Summit DriveUnit 370CKamloops, BC V2C 6M1, CANDescriptionThe Customer Service Insurance Agent role supports Interior Saving’s vision by developing valuable long-term relationships with clients, pro-actively determining and filling their insurance needs and providing them sound advice with high quality, tailored insurance...