Mortgage Relationship Builder

4 weeks ago

Gatineau, Quebec, Canada BMO Full time
Mortgage Relationship Builder Job Description

About the Role:

We are seeking a skilled Mortgage Relationship Builder to join our team at BMO. As a Mortgage Relationship Builder, you will be responsible for cultivating and building relationships with a referral network to drive new mortgage business and increase BMO's share of the home financing market.

Key Responsibilities:

  • Proactively contact referral and origination sources to discuss home financing solutions.
  • Assist with the implementation of targeted marketing programs and promotions.
  • Search for cross-sell and up-sell opportunities to position to the branch for individual sales and profitability goals.
  • Support the delivery of targeted marketing programs and promotions.
  • Seek opportunities to expand the network by obtaining referrals and originations from existing relationships.
  • Establish and enhance the Bank's community presence by participating in trade shows and conferences.
  • Serve as a customer advocate during application and processing activities.
  • Complete onboarding activities as required.
  • Deliver exceptional customer service that builds trust through expertise, responsive service, and support.
  • Guide customers throughout mortgage application and processing activities.
  • Partner with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
  • Resolve or escalate issues to meet customer expectations and ensure funds are advanced in a timely manner.
  • Provide customers with friendly, courteous, and professional service in response to queries and requests.
  • Stay abreast of consumer needs, industry trends, best practices, and regulatory requirements for mortgage products and services.

Qualifications:

  • Typically between 3 - 5 years of relevant experience and 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.
  • Strong negotiation skills.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.

Salary:

Commission-based salary with a competitive pay range and type.

The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://www.bmo.com

  • Mortgage Relationship Builder

    4 weeks ago

    Gatineau, Quebec, Canada BMO Full time

    Mortgage Sales and Service ProfessionalAbout the Role:We are seeking a highly skilled Mortgage Sales and Service Professional to join our team at BMO. As a key member of our mortgage sales team, you will be responsible for cultivating and building relationships with referral networks to drive new mortgage business and increase BMO's share of the home...

  • Mortgage Development Specialist

    3 weeks ago

    Gatineau, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a skilled Mortgage Development Manager to join our team at National Bank. As a key member of our Residential Financing team, you will play a crucial role in helping Personal Banking clients achieve their dream of homeownership.Key ResponsibilitiesDevelop and implement residential financing strategies for clients, including...

  • Mobile Mortgage Specialist

    2 weeks ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:TD is seeking a highly motivated and experienced Mortgage Development Specialist to join our dynamic team in Canada.As a Mortgage Development Specialist, you will be responsible for developing and maintaining customer relationships, targeting referrals from realtors, builders, financial planners, and other centers of influence.You will work...

  • Mobile Mortgage Sales Representative

    5 days ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Are you a highly motivated sales professional looking for a challenging opportunity in business development?The Toronto-Dominion Bank (Canada) is seeking a Mobile Mortgage Specialist to join our dynamic team. As a key player in our Mobile Mortgage Sales Force, you will have the chance to develop and maintain customer relationships, target referrals from...

  • Mortgage Advisor

    4 weeks ago

    Gatineau, Quebec, Canada Scotiabank Full time

    Job Title: Mortgage AdvisorScotiabank is seeking a passionate and results-driven Mortgage Advisor to join our team. As a key member of our sales team, you will have the opportunity to leverage your expertise in banking, influencing, trust development, and client experience to build strong relationships, provide expert mortgage advice, and drive mortgage...

  • Mortgage Specialist

    1 week ago

    Gatineau, Quebec, Canada Scotiabank Full time

    Job Purpose:We are seeking a results-driven Mortgage Specialist to leverage their expertise in banking and client experience to build strong relationships and drive mortgage sales.Key Responsibilities:Build lasting relationships with clients and referral partners to generate mortgage opportunities.Provide tailored mortgage advice that aligns with clients'...

  • Mobile Mortgage Sales Professional

    3 weeks ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly motivated and results-driven Business Development Representative to join our Mobile Mortgage Sales team at The Toronto-Dominion Bank (Canada). As a Business Development Representative, you will be responsible for developing and maintaining relationships with customers, identifying new business opportunities, and driving...

  • Mortgage Business Development Specialist

    4 weeks ago

    Gatineau, Quebec, Canada BMO Full time

    Mortgage Business Development SpecialistWe are seeking a highly skilled Mortgage Business Development Specialist to join our team at BMO. As a key member of our retail banking sales and service team, you will be responsible for cultivating and building relationships with a referral network to drive new mortgage business and increase BMO's share of the home...

  • Mortgage Development Specialist

    4 weeks ago

    Gatineau, Quebec, Canada National Bank Full time

    Job SummaryAs a Mortgage Development Manager at National Bank, you will play a key role in helping Personal Banking clients achieve their dream of homeownership. Your primary responsibility will be to develop and implement residential financing strategies that meet the unique needs of our clients. You will work closely with internal partners to identify and...

  • Mortgage Development Manager

    4 weeks ago

    Gatineau, Quebec, Canada National Bank Full time

    Job SummaryAs a Mortgage Development Manager at National Bank, you will play a key role in helping Personal Banking clients achieve their dream of homeownership. You will work closely with internal partners and external real estate partners to develop and implement residential financing strategies that meet the needs of our clients.Key Responsibilities* Help...

  • Mortgage Development Manager

    4 weeks ago

    Gatineau, Quebec, Canada National Bank Full time

    Job SummaryAs a Mortgage Development Manager at National Bank, you will play a key role in helping Personal Banking clients achieve their dream of homeownership. Your primary responsibility will be to develop and implement residential financing strategies that meet the unique needs of each client.Key ResponsibilitiesHelp clients develop residential financing...

  • Mortgage Business Development Specialist

    3 weeks ago

    Gatineau, Quebec, Canada BMO Full time

    Mortgage Business Development SpecialistBMO is seeking a Mortgage Business Development Specialist to cultivate and manage relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.Key Responsibilities:Proactively contacts referral and origination sources to discuss home financing...

  • Mortgage Development Expert

    1 week ago

    Gatineau, Quebec, Canada National Bank Full time

    We are seeking an experienced Mortgage Development Manager to join our team at National Bank. As a Home Financing Specialist, you will play a crucial role in helping Personal Banking clients achieve their dream of buying a home.About the RoleThis is a full-time opportunity with a competitive salary range of $80,000 - $110,000 per year, depending on...

  • Mortgage Business Development Specialist

    3 days ago

    Gatineau, Quebec, Canada BMO Full time

    About BMOBMO Financial Group is a leading financial institution committed to creating lasting, positive change for our customers, communities and people. We strive to help individuals and businesses reach their goals through innovative banking solutions.Job OverviewWe are seeking an experienced Mortgage Business Development Specialist to join our team. This...

  • Mortgage Development Manager

    3 weeks ago

    Gatineau, Quebec, Canada National Bank Full time

    About this roleAs a Mortgage Development Manager at National Bank, you will play a crucial role in helping Personal Banking clients achieve their goal of buying a home. Your key responsibilities will include developing residential financing strategies, collaborating with internal and external partners, and identifying residential financing solutions that...

  • Mortgage Business Development Specialist

    5 days ago

    Gatineau, Quebec, Canada BMO Full time

    Transforming Customer Relationships through Strategic PartnershipsBMO is a leading financial institution seeking an experienced Mortgage Business Development Specialist to join our team.

  • Strategic Mortgage Business Developer

    3 days ago

    Gatineau, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and results-driven Mortgage Development Manager to join our team at National Bank. This role offers an excellent opportunity for individuals who are passionate about building strong relationships with clients and driving business growth.

  • Mortgage Business Development Specialist

    2 weeks ago

    Gatineau, Quebec, Canada BMO Full time

    Mortgage Business Development SpecialistBMO is seeking a Mortgage Business Development Specialist to cultivate and build relationships with referral networks to drive new mortgage business and increase BMO's share of the home financing market.Key Responsibilities:Proactively contact referral and origination sources to discuss home financing solutions.Assist...

  • Mobile Mortgage Specialist Assistant

    4 weeks ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Mobile Mortgage Specialist Assistant (MMSA) position at TD Bank is a key support role that enables the Specialist to focus on sales and business development activities. As an MMSA, you will provide day-to-day support to the Specialist in all areas of credit administration, processing assigned work volumes in an accurate and efficient...

  • Financial Services Relationship Manager

    1 week ago

    Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a skilled Financial Services Relationship Manager to join our team in Gatineau, Canada. As an expert advisor, you will attract and grow relationships with high-value personal and small business clients by providing proactive, professional advice and collaborating with RBC partners.Key Responsibilities:Consistently demonstrate...