Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
About the role
- Mortgage Specialist assisting clients in securing home financing solutions while building referral networks and executing marketing strategies. Joining BMO, a leading Canadian bank focused on community and growth.
Responsibilities
- Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market
- Actively identifies sales opportunities and refers to BMO colleagues as appropriate
- Develops and executes effective marketing and sales programs to drive business results
- Follows corporate policies, operating directives, legal and regulatory requirements
- Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions
- Assists with the implementation of targeted marketing programs, promotions, and other initiatives
- Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals
- Supports the delivery of targeted marketing programs, promotions, and other initiatives
- Seeks opportunities to expand network by obtaining referrals and originations from existing relationships
- Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events
- Serves as a customer advocate during application and processing activities
Requirements
- Typically between 3 - 5 years of relevant experience
- Post-secondary degree in related field of study 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
- 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
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Job title
Job type
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