Financial Services Manager

3 weeks ago

Bolton, Canada Performance Auto Group Full time

Job Summary:

We are seeking a highly skilled Financial Services Manager to join our team at Performance Auto Group. As a key member of our sales team, you will be responsible for providing exceptional customer service and ensuring that our customers receive the best possible financial solutions.

Key Responsibilities:

  • Act as liaison between the customer and the financial institution by obtaining confirmation of financing, insurance, licensing, and other personal information for customers.
  • Prepare credit applications for all customers and provide alternate solutions for customers who are not immediately approved for financing.
  • Examine all required paperwork with the customer in order to complete the transaction.
  • Build relationships with customers in order to close deals and ensure customer satisfaction, as well as being expected to keep in close contact with other departments to ensure an efficient and profitable sales operation.
  • Engage with customers to up-sell financing, extended warranty, insurance, and chemical options with all customers in order to increase customer satisfaction as well as dealership profit.
  • Maintain confidentiality on all sensitive information provided by customers.
  • Establish a procedure to evaluate deals in accordance with lender and dealership guidelines.
  • Maintain a lender guide of all relevant programs that is currently in use and retain product knowledge.
  • Analyze credit reports in order to recognize a conventional deal and turnover accordingly.
  • Prepare cost special finance deals, along with the profit sheets.
  • Coordinate with auditors to ensure annual monitoring is carried out.
  • Assess the changes in financial regulations and legislation, in order to stay up-to-date on the current changes.
  • Advise Sales Consultants on how to obtain higher gross sales in the future.
  • Attend weekly meetings with the Sales Manager and the General Sales Manager and give updates on current performance status along with current areas of opportunity.
  • Prepare weekly and monthly reports as requested by management.
  • Train Sales Consultants on finance, insurance, and protection products.
  • Coordinate with the Sales and Service departments to schedule delivery dates, as well as the pre-delivery clean up services.
  • Be knowledgeable of provincial regulations regarding finance and the fair credit reporting act.
  • Comply with strict regulations and requirements of the Ontario Motor Vehicle Industry Council (OMVIC).
  • Ability to work in adherence to company safety standards at all times.
  • Comply with all company policies, standards and procedures.
  • Other duties as required by management.

Requirements:

  • High School Diploma or GED is required.
  • Minimum of 2-3 years sales experience, preferably in an automotive or financial services environment.
  • Minimum of 1-2 years Dealer Financial Service experience.
  • OMVIC Certification required.
  • Dealer CRM system experience is required.
  • Must have a valid Ontario Driver's License and good driving record.
  • Knowledge of financial institutions, insurance policies, and warranty options.
  • Ability to read, understand, and calculate banking figures such as discounts, interest rates, percentages, and commissions.
  • Strong knowledge of sales principles, methods, practices, and techniques.
  • Solid negotiation, conflict resolution, and people management skills.
  • Strong problem identification and problem resolution skills.
  • Strong computer skills, proficient in G-suite and Microsoft Excel.
  • Outstanding verbal and written communication skills.
  • Strong time management and organizational skills.
  • Ability to maintain a high degree of confidentiality.
  • Personable, reliable, courteous.
  • Ability to work flexible hours and work around a changing schedule.

What's in it for you?

  • Excellent management support and guidance
  • Opportunities through our Internal career mobility program
  • Access to health, dental and vision insurance
  • Disability, critical illness and life insurance for the unexpected
  • Our Employee Assistance Plan (EAP) for you and your family's wellness
  • Discount on vehicles, service and parts for you and your family
  • Discounts to retailers and service providers across the country
  • Free and engaging employee events
  • Did we mention we love giving back to our communities?

  • Financial Services Manager

    4 weeks ago

    Bolton, Canada Performance Auto Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at Performance Auto Group. As a key member of our sales and finance team, you will be responsible for providing exceptional customer service, managing financial transactions, and driving sales growth.Key ResponsibilitiesAct as a liaison between customers...

  • Financial Services Manager

    4 weeks ago

    Bolton, Canada Performance Auto Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at Performance Auto Group. As a key member of our sales and finance team, you will be responsible for providing exceptional customer service, managing financial transactions, and driving sales growth.Key ResponsibilitiesAct as a liaison between customers...

  • Financial Services Manager

    3 weeks ago

    Bolton, Canada Performance Auto Group Full time

    Job Summary We are seeking a highly skilled Financial Services Manager to join our team at Performance Auto Group. As a key member of our sales and finance team, you will be responsible for providing exceptional customer service, managing financial transactions, and ensuring compliance with regulatory requirements. Key ResponsibilitiesAct as liaison between...

  • Financial Services Manager

    3 weeks ago

    Bolton, Canada Performance Auto Group Full time

    Job Summary: We are seeking a highly skilled and experienced Financial Services Manager to join our team at Performance Auto Group. As a key member of our sales and finance team, you will be responsible for providing exceptional customer service, building strong relationships with customers, and driving sales growth through effective financial planning and...

  • Financial Services Manager

    4 weeks ago

    Bolton, Canada Performance Auto Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at Performance Auto Group. As a key member of our sales and finance team, you will be responsible for providing exceptional customer service, building strong relationships with customers, and driving sales growth through effective financial planning and...

  • Financial Services Manager

    4 weeks ago

    Bolton, Canada Performance Auto Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at Performance Auto Group. As a key member of our sales and finance team, you will be responsible for providing exceptional customer service, building strong relationships with customers, and driving sales growth through effective financial planning and...

  • Financial Services Manager

    5 months ago

    Bolton, Canada CarHub Caledon Chrysler Full time

    CarHub Caledon Chrysler is looking for a F&I Manager who is excited to continually learn, work hard, and take ownership of their role. **Responsibilities**: - Greet customers and visitors in a professional, friendly and effective manner, answer queries and provide information - Assist with the qualification, recommendation, selling, and processing of...

  • Financial Services Manager

    4 weeks ago

    Bolton, Canada Performance Auto Group Full time

    **Drive for Excellence** **Bolton Honda** is an award-winning team who for over 10 years has been dedicated to guest satisfaction. A winner of Honda’s Driving Excellence Award, we thrive on working towards being the best at what we do. Bolton Honda is one of the largest used car Honda dealers in Ontario. Bolton Honda is looking for a **Financial Services...

  • Financial Manager

    2 months ago

    Bolton, Canada DELGANT (T.O.) LTD. Full time

    Job Title: Financial ControllerWe are seeking a highly skilled Financial Controller to join our team at DELGANT (T.O.) LTD. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Coordinate financial operations and budget activities to...

  • Financial Manager

    2 months ago

    Bolton, Canada DELGANT (T.O.) LTD. Full time

    Job Title: Financial ControllerWe are seeking a highly skilled Financial Controller to join our team at DELGANT (T.O.) LTD. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Coordinate financial operations and budget activities to...

  • Financial Manager

    4 weeks ago

    Bolton, Canada Plan Automation Inc. Full time

    Job Title: Financial OfficerWe are seeking a highly skilled Financial Officer to join our team at Plan Automation Inc.Job Summary:The Financial Officer will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with financial regulations.Key Responsibilities:Financial Record Keeping: Maintain...

  • Financial Manager

    1 month ago

    Bolton, Canada Plan Automation Inc. Full time

    Job Title: Financial OfficerWe are seeking a highly skilled Financial Officer to join our team at Plan Automation Inc.Job Summary:The Financial Officer will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with financial regulations.Key Responsibilities:Financial Record Keeping: Maintain...

  • Customer Service Representative

    3 weeks ago

    Bolton, Canada BMO Financial Group Full time

    471-475 Queen Street South Bolton Ontario,L7E 2B5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    6 months ago

    Bolton, Canada BMO Financial Group Full time

    471-475 Queen Street South Bolton Ontario,L7E 2B5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Financial Operations Manager

    3 weeks ago

    Bolton, Canada DELGANT (T.O.) LTD. Full time

    Job Title: Financial Operations ManagerJob Summary: We are seeking a highly skilled Financial Operations Manager to join our team at DELGANT (T.O.) LTD. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Coordinate the...

  • Financial Operations Manager

    3 weeks ago

    Bolton, Canada DELGANT (T.O.) LTD. Full time

    Job Title: Financial Operations ManagerAbout the Role:We are seeking a highly skilled Financial Operations Manager to join our team at DELGANT (T.O.) LTD. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Coordinate the...

  • Financial Operations Manager

    3 weeks ago

    Bolton, Canada DELGANT (T.O.) LTD. Full time

    Financial Controller Job DescriptionDELGANT (T.O.) LTD. is seeking a highly skilled Financial Controller to join our team. As a key member of our finance department, you will be responsible for coordinating our organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Coordinate financial operations and...

  • Financial Operations Manager

    4 weeks ago

    Bolton, Canada DELGANT (T.O.) LTD. Full time

    Job SummaryWe are seeking a highly skilled Financial Controller to join our team at DELGANT (T.O.) LTD. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key ResponsibilitiesCoordinate financial operations and budget activities to optimize financial...

  • Financial Operations Manager

    4 weeks ago

    Bolton, Canada SIDH TRUCK Full time

    Job Title: Financial ManagerJoin SIDH TRUCK as a Financial Manager to oversee the financial operations of our company. As a key member of our team, you will be responsible for planning and controlling budgets, establishing and implementing financial policies and procedures, and designing and managing investment strategies.Key Responsibilities:Plan and...

  • Financial Operations Manager

    3 weeks ago

    Bolton, Canada DELGANT (T.O.) LTD. Full time

    At DELGANT (T.O.) LTD., we are seeking a highly skilled Financial Operations Manager to join our team. As a key member of our organization, you will be responsible for coordinating our financial operations and budget activities to optimize financial performance.The ideal candidate will have a Bachelor's degree and at least 5 years of experience in a similar...