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Financial Solutions Specialist

3 weeks ago

Halifax, Nova Scotia, Canada BMO Financial Full time
About the Role

The Financial Solutions Specialist plays a vital role in helping customers achieve their dream of home ownership. As a key member of our team, you will be responsible for cultivating and managing relationships with a referral network to build a pipeline of new mortgage business.

Key Responsibilities:

  • Proactively contact referral and origination sources identified through national partnerships or local initiatives to discuss home financing solutions.
  • Assist with the implementation of targeted marketing programs, promotions, and other initiatives to drive business results.
  • Search for cross-sell and up-sell opportunities to position at the branch and achieve individual sales and profitability goals.
  • Serve as a customer advocate during application and processing activities.

Requirements

  • A minimum of 3-5 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience.
  • In-depth understanding of the mortgage lending process and applicable regulatory requirements.
  • Strong interpersonal, sales, customer service, and negotiation skills.
  • Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.