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Customer Service Reprensentative
BMO, Magog, QC
Application Deadline: 04/28/2024Address:498 rue Principale ouestDelivers 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 achieve overall business objectives.Identifies customer needs and initiates referrals to BMO colleagues.Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes standardized tasks under supervision.Performs initial problem solving within given rules/limits & escalates when required.Broader work or accountabilities may be assigned as needed.Qualifications:No prior experience necessary; post-secondary degree or certification in related field of study is desirable.High-level knowledge of personal, commercial and partner offers, and how each can best serve customers' individual needs.Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.Highly skilled at helping people who don't find digital applications intuitive to gain confidence in how to use them and to understand their benefits.Projects a professional presence.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.A focus on delivering a personal experience to customers.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic knowledge learned on the job.Verbal & written communication skills - Basic (in business environment).Organization skills - Basic (in business environment).Collaboration & team skills - Basic (in business environment).This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:2Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Inside Sales Wholesaler, Retail Distribution - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/21/2024Address:100 King Street WestAssociate, Internal Sales, Retail Distribution - BMO Global Asset ManagementThe Associate, Internal Sales, Retail Distribution will be responsible to promote and sell BMO Global Asset Management (BMO GAM) investment & portfolio solutions products and services within the internal distribution channels in P & BB (Personal & Business Banking). Results will be attained through the initiation and execution of sales coaching calls to Personal Bankers in their regions. Also, support and sales activities & events in partnership with the Senior Associate's sales & business development objectives.Provide internal phone sales support to Personal Bankers for the BMO Global Asset Management line of business through promotion of Mutual Funds & investment solutions.Partner with Regional Sales Managers in the implementation of sales strategies for GAM Retail investment products & services within P&BB distribution channels in the region.Engage and conduct coaching and training via phone/video sessions individually or in a group setting to increase awareness and penetration to internal partners through phone meetings, workshops, webinars, branch huddles and seminars.Be the point of contact for internal partners across assigned regions for any BMO Global Asset Management Retail investment related queries.Proactively identifying coaching and training opportunities by analyzing various metrics such as branch segmentation, penetration rates, branch needs and scorecard results.Create, build and maintain strategic working relationships with internal partners throughout the distribution channels within BMOFG.Help develop sales tools/strategies and tactics aimed primarily at BMs, PBs/PBAs and FPs to engage, and increase P&BB Retail Mutual Fund SalesConduct regular best practices sessions and presentations on selling techniques, provision of scripts and/or campaign info on behalf of P&BB Sales.Assist Regional Senior Assoicate's in territory management.Operates in multiple working relationships/partnerships/environments.Assists in direct client education of BMO GAM Investment Solutions to end investors as required through seminars & webinars or joint calls with branch advisors.Responsible for managing various incoming sales leads and assignment to appropriate partners in branches.Participate in direct client sales initiatives undertaken in partnership with the Regional Senior Associate or Marketing as required.QualificationsTrack record of consistent Personal Banker performance related to investment sales results preferred.Completion of IFIC (Mutual Funds Investments Course) or CSC (Canadian Securities Course). Canadian Practices Handbook (CPH) added benefit.University degree or College diploma required, related industry courses ideal.Minimum 3 years of financial services industry and investment product sales experienceIn-depth knowledge of BMO Funds and Mutual Funds organization and Banking Group interrelationships.Proven Sales experience and client relationship management experience required.Strong relationship skills, interpersonal, and communication skillsStrong presentation and facilitation skillsFamiliarity with retail investment products and distribution channels within the marketplaceMust be proactive, driven and motivated with a positive attitude and a desire to develop businessGrade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Branch Manager in Training
BMO, Kamloops, BC
Application Deadline: 04/20/2024Address:1180 Columbia St W, Unit 101-FBoldly Grow the Good. Join BMO's customer satisfaction award winning Personal Banking team as a Branch Manager in Training for the BC North East & Yukon Market where you'll learn through our online, self-directed education, mentorship, and live branch coaching observations with other successful leaders in the market over a 12 month period and become a leader of a branch of your own. This team and the leadership group cares about you and your development which means you can pave the way to drive your skills, learning and career growth with BMO!Bring your creative winning spirit and energy to lead, collaborate, inspire and coach the front-line sales and service teams along with creating and executing on business planning, community engagement, and branch operational engagements and initiatives. This is a chance to accelerate your career and live in the marvel of nature in Northern British Columbia, a thriving economy, and a bounty of opportunities balanced with a comfortable, relaxed lifestyle. Please NOTE: For the first 12-24 months, this role requires 100% flexibility to work at any branches in the BC North, East and Yukon Region where the successful candidate will go through training to lead, inspire, and grow a branch team and their career as a Branch Manager with BMO. You will guide, direct, and coach employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes.Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.Conducts cold calls to prospective customers to develop new customer relationships.Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.Supports the Bank's community involvement and participates in community activities.Maintains a high-touch relationship with key branch customers and prospects within the market.Resolves customer related issues using knowledge of bank services, products, and processes.Fulfills sales and service activities for the customer in accordance with approved procedures.Builds the business plan for the branch.Influences and negotiates to achieve business objectives.Identifies emerging issues and trends to inform decision-making.Implements, reviews, and revises work plans.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Ensures alignment between stakeholders.Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Communicates goals, plans, and assignments to achieve financial and customer service goals.Leads the implementation of new programs, products and processes within the branch.Coordinates the implementation of national and regional sales and service initiatives.Monitors the service request and problem resolution processes for adherence to national standards.Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.Plans and controls unit operating expenses in accordance with forecasts.Manages transactional outcomes for customer calls or defers to appropriate internal business groups.Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.Builds effective relationships with internal/external stakeholders.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with all legal and regulatory requirements for the jurisdiction.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Previous supervisory or management experience - preferred.In-depth knowledge of retail banking products and services.Advanced knowledge of competitive marketplace and trends in product offerings.Working knowledge of branch operational processes and policies.Working knowledge of branch technologies, processes, and performance metrics.Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.Technical proficiency gained through 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.Data driven decision making - In-depth.Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Branch Manager in Training
BMO Financial Group, Kamloops, BC
Application Deadline: 05/11/2024 Address: 1180 Columbia St W, Unit 101-F Job Family Group: Retail Banking Sales & Service Boldly Grow the Good. Join BMO's customer satisfaction award winning Personal Banking team as a Branch Manager in Training for the BC North East & Yukon Market where you'll learn through our online, self-directed education, mentorship, and live branch coaching observations with other successful leaders in the market over a 12 month period and become a leader of a branch of your own. This team and the leadership group cares about you and your development which means you can pave the way to drive your skills, learning and career growth with BMO! Bring your creative winning spirit and energy to lead, collaborate, inspire and coach the front-line sales and service teams along with creating and executing on business planning, community engagement, and branch operational engagements and initiatives. This is a chance to accelerate your career and live in the marvel of nature in Northern British Columbia, a thriving economy, and a bounty of opportunities balanced with a comfortable, relaxed lifestyle. Please NOTE: For the first 12-24 months, this role requires 100% flexibility to work at any branches in the BC North, East and Yukon Region where the successful candidate will go through training to lead, inspire, and grow a branch team and their career as a Branch Manager with BMO. You will guide, direct, and coach employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Banks policies and processes. Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives. Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer. Conducts cold calls to prospective customers to develop new customer relationships. Develops and maintains a network in the community to enhance the Banks visibility and builds a strong referral source for new potential business. Supports the Banks community involvement and participates in community activities. Maintains a high-touch relationship with key branch customers and prospects within the market. Resolves customer related issues using knowledge of bank services, products, and processes. Fulfills sales and service activities for the customer in accordance with approved procedures. Builds the business plan for the branch. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Implements, reviews, and revises work plans. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Ensures alignment between stakeholders. Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures. Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Communicates goals, plans, and assignments to achieve financial and customer service goals. Leads the implementation of new programs, products and processes within the branch. Coordinates the implementation of national and regional sales and service initiatives. Monitors the service request and problem resolution processes for adherence to national standards. Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements. Plans and controls unit operating expenses in accordance with forecasts. Manages transactional outcomes for customer calls or defers to appropriate internal business groups. Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution. Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations. Builds effective relationships with internal/external stakeholders. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with all legal and regulatory requirements for the jurisdiction. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Previous supervisory or management experience - preferred. In-depth knowledge of retail banking products and services. Advanced knowledge of competitive marketplace and trends in product offerings. Working knowledge of branch operational processes and policies. Working knowledge of branch technologies, processes, and performance metrics. Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives. Technical proficiency gained through 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. Data driven decision making - In-depth. Compensation and Benefits: $51,800.00 - $96,500.00 Pay Type: Salaried The above represents BMO Financial Groups 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 number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups 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://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Assistant Branch Manager
BMO, Quebec, QC
Application Deadline: 04/25/2024Address:3190 boul St-CharlesGuides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.Coordinates service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalates for resolution.Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.Supports the Bank's community involvement and participates in community activities.Resolves customer related issues using knowledge of bank services, products, and processes.Fulfills sales and service activities for the customer in accordance with approved procedures.Provides input into area business and market plans to optimize new and existing business opportunities within the community.Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.Reviews results and performance measures against plans and standards (e.g. sales targets, service targets, referral targets) to address gaps and develop plans.Analyzes data and information to provide insights and recommendations.Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.Manages transactional outcomes for customer calls or defers to appropriate internal business groups.Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.Builds effective relationships with internal/external stakeholders.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with all legal and regulatory requirements for the jurisdiction.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.1-3 years of banking or customer service/sales or equivalent experience.Previous supervisory or management experience - preferred.General knowledge of retail banking products and services.General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.Working knowledge of competitive marketplace and trends in product offerings.Working knowledge of branch operational processes and policies.Working knowledge of branch technologies, processes, and performance metrics.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.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:5Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Branch Manager in Training
BMO, Dartmouth, NS
Application Deadline: 04/17/2024Address: 111 Ilsley St, Suite 100Job Family Group:Retail Banking Sales & ServiceGuides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes.Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.Conducts cold calls to prospective customers to develop new customer relationships.Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.Supports the Bank's community involvement and participates in community activities.Maintains a high-touch relationship with key branch customers and prospects within the market.Resolves customer related issues using knowledge of bank services, products, and processes.Fulfills sales and service activities for the customer in accordance with approved procedures.Builds the business plan for the branch.Influences and negotiates to achieve business objectives.Identifies emerging issues and trends to inform decision-making.Implements, reviews, and revises work plans.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Ensures alignment between stakeholders.Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Communicates goals, plans, and assignments to achieve financial and customer service goals.Leads the implementation of new programs, products and processes within the branch.Coordinates the implementation of national and regional sales and service initiatives.Monitors the service request and problem resolution processes for adherence to national standards.Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.Plans and controls unit operating expenses in accordance with forecasts.Manages transactional outcomes for customer calls or defers to appropriate internal business groups.Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.Builds effective relationships with internal/external stakeholders.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with all legal and regulatory requirements for the jurisdiction.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed. Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Previous supervisory or management experience - preferred.In-depth knowledge of retail banking products and services.Advanced knowledge of competitive marketplace and trends in product offerings.Working knowledge of branch operational processes and policies.Working knowledge of branch technologies, processes, and performance metrics.Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.Technical proficiency gained through 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.Data driven decision making - In-depth.Compensation and Benefits:$51,800.00 - $96,500.00Pay Type: SalariedThe 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 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://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
CLK 12R - Customer Service Assistant
BC Public Service, Victoria, BC
Posting Title CLK 12R - Customer Service Assistant Position Classification Clerk R12 Union GEU Work Options On-Site Location Victoria, BC V9B 6X2 CA (Primary)Salary Range $29.7809 - $33.6186 hourly Close Date 4/28/2024 Job Type Temporary (Auxiliary) Temporary End Date Ministry/Organization BC Public Service -> Citizens' Services Ministry Branch / Division Strategic Initiatives and People / Real Property Div Job Summary Bring your expertise in program planning and historyMINISTRY OVERVIEW Dedicated to making life better for British Columbians, the Ministry of Citizens' Services (CITZ) delivers key services that people rely on. CITZ delivers accessible, multi-channel services, through a single-point-of-contact service approach to people in urban and rural communities through Service BC , and delivers the digital face of government at www.gov.bc.ca . CITZ also provides support for the expansion of high-speed internet connectivity throughout the province, leadership across government to modernize information management and technology resources, trusted data services to government agencies, prompt, and relevant responses to freedom of information requests, and statistical and economic research, information and analysis to businesses and the public sector. In addition, the ministry manages the Province's real estate assets, technology systems and equipment, and leverages procurement to increase business opportunities and create rewarding jobs that contribute to local economies and benefit individuals, families, and communities.A service-focused organization, CITZ strives to be a great place to work, where all employees feel both engaged and motivated to do their best.BRANCH OVERVIEW The Strategic Initiatives and People (SIP) branch leads and champions the implementation of RPD's Leadership Framework, Strategic Planning Framework, and People Strategy. SIP is a centralized service that steers and supports RPD colleagues in strengthening strategic management. SIP Management Services is a central agency that leads or supports a variety of division-wide activities encompassing planning, special events or projects, corporate assignments, and policies and procedures.JOB OVERVIEW Customer Service Assistants support the St. Ann's Academy community rentals, to assist with the development of operational, systems and procedures for St. Ann's Academy, and to contribute to the administration of the St. Ann's Academy educational/interpretative programs.Job Requirements:• A degree, diploma or certification in history, museology, heritage management, business management, education or related field of study; OR • A combination of education and experience with an emphasis on heritage, public relations, or tourism. • A minimum of two years' related experience in program planning, development, and delivery, preferably in a heritage or related field. • Experience in public education, interpretation, or information. • Experience in building facility management • Basic administrative experience.Provisos/Willingness statements; • Must be willing and able to work shift work, including evenings, nights, and weekends. Upon mutual agreement and within operational requirements, work schedules may be flexible and there will be no guaranteed hours of work. • Must maintain an active/adequate level of physical fitness including the ability to climb stairs and lift to 20 lbs.For questions regarding this position, please contact [email protected] .About this Position: Currently there are three (3) part-time opportunities available in Victoria. This position has full time on-site requirements. An eligibility list may be established to fill future temporary and permanent vacancies across the Ministry of Citizens' Services Employees of the BC Public Service must be located in BC at the time of employment.Working for the BC Public Service: The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.The BC Public Service is an award-winning employer and offers employees competitive benefits, amazing learning opportunities and a chance to engage in rewarding work with exciting career development opportunities. For more information, please see What We Offer .How to Apply: Your application must clearly demonstrate how you meet the job requirements listed above.Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.Resume: YES - Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying.Questionnaire: YES - You will need to complete a standard questionnaire (current employment status, eligibility to apply, etc.).Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Check (CRC) will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Administrative Services
Assistant Branch Manager
BMO, London, ON
Application Deadline: 04/28/2024Address:377 Southdale Road WestThis role is a one year contractGuides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.Coordinates service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalates for resolution.Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.Supports the Bank's community involvement and participates in community activities.Resolves customer related issues using knowledge of bank services, products, and processes.Fulfills sales and service activities for the customer in accordance with approved procedures.Provides input into area business and market plans to optimize new and existing business opportunities within the community.Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.Reviews results and performance measures against plans and standards (e.g. sales targets, service targets, referral targets) to address gaps and develop plans.Analyzes data and information to provide insights and recommendations.Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.Manages transactional outcomes for customer calls or defers to appropriate internal business groups.Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.Builds effective relationships with internal/external stakeholders.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with all legal and regulatory requirements for the jurisdiction.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed. Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.1-3 years of banking or customer service/sales or equivalent experience.Previous supervisory or management experience - preferred.General knowledge of retail banking products and services.General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.Working knowledge of competitive marketplace and trends in product offerings.Working knowledge of branch operational processes and policies.Working knowledge of branch technologies, processes, and performance metrics.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.Grade:5Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
CLK 09R - Service Management Assistant
BC Public Service, Victoria, BC
Posting Title CLK 09R - Service Management Assistant Position Classification Clerk R9 Union N/A Work Options Hybrid Location Victoria, BC V9B 6X2 CA (Primary)Salary Range $50,190.86 - $56,546.21 annually Close Date 4/29/2024 Job Type Regular Full Time Temporary End Date 12/31/2024 Ministry/Organization BC Public Service -> BC Public Service Agency Ministry Branch / Division HR Planning, Modernization and Corporate Services Division Job Summary Apply your excellent customer service and organizational skills in this unique administrative opportunityThe BC Public Service Agency (PSA) provides human resource management services and direction to provincial public service ministries and organizations in British Columbia. The PSA plays a lead role in advancing public service renewal by ensuring the BC Public Service attracts, retains, and develops the workforce government needs. The PSA supports the work of BC Public Service employees and managers by providing a wide range of human resources services.The Service Management Assistant provides a variety of office administrative, secretarial and IT support services for the Business Performance division, including providing liaison with branch offices based on general knowledge of various Public Services Agency regulations, policies, and procedures.Job Requirements: Secondary school graduation or equivalent. Extensive experience with Microsoft Office/Office 365 range of applications. Experience responding to enquiries from clients, by phone, e-mail, and/or in-person. Preference may be given to candidates with Valid Workers' Compensation Board (WCB) Occupational First Aid Level 1, 2 or 3. Preference may be given to candidates with experience providing customer support services in a fast-paced environment. Preference may be given to candidates with experience providing administrative support in an office setting. For questions regarding this position, please contact [email protected] .About this Position: Flexible work options are available; this position may be able to work up to 3 days at home per week subject to an approved telework agreement. This is a temporary opportunity for seven (7) months. A permanent appointment may result from this temporary appointment. An eligibility list may be established to fill future temporary and permanent vacancies. This temporary posting is not limited to the geographic area. Board and lodging and relocation expenses do not apply. This position is excluded from union membership. Employees of the BC Public Service must be located in BC at the time of employment.Working for the BC Public Service: The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.This is your opportunity to live in one of the most beautiful regions in British Columbia and work for the BC Public Service. We offer a healthy work/life balance, excellent benefits and much more .How to Apply: Your application must clearly demonstrate how you meet the job requirements listed above.Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.Resume: YES - A resume is required as part of your application, however, it may not be used for initial shortlisting purposes.Questionnaire: YES - You will need to complete a comprehensive questionnaire to demonstrate how you meet the job requirements. Include all relevant information about your educational accomplishments and employment history including job titles, start and end dates (month and year) of your employment, and how you obtained your relevant experience. The questionnaire will take approximately 60 minutes to complete.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Check (CRC) will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Administrative Services, Information Management/Information Technology
Branch Manager - Spokane
Convoy Supply, Spokane Valley, WA, US
Branch ManagerPosition SummaryIf you know anything about the construction business, you know that getting the right products to the right site on time and safely is the benchmark of success. It is both challenging and rewarding work. We are Team Convoy, we are a distributor of construction materials, we supply roofing, building envelope and below grade materials and we want folks with great people skills on our team because, in the end – people make all the difference.The Branch Manager is responsible for meeting the corporate objectives. Ensures procedures and safety protocols are followed. Identifies employees who require support, training, and corrective action. Communicates with each person respectfully and in consideration of their learning style. Directs the overall function and activities of the branch to meet and exceed customer expectations and employee engagement continually and simultaneously. Works in conjunction with other corporate departments. ResponsibilitiesResponsible for hiring and training employees to provide customers with a high level of Customer ServiceEnsure all branch personnel understand the overall companyReinforce respectful communication between all departmentsSet reasonable goals with deadlines for completion and monitor resultsMake decisions, exhibit sound and accurate judgmentLook for improvements and promote quality, accuracy and thoroughnessMaintain positive employee relations to keep morale high at the branchBe the liaison between Operations and SalesEnsure all daily tasks are performed and provided tools are being utilized by staff to maintain a reasonable workflow of the branch operationsResearch and resolve high-level customer and/or order problemsResolve high-level inventory discrepanciesDevelop and foster excellent customer relationsEarn an acceptable rate of return on sales after expensesEnsure a safe and clean work environment is provided (maintained) for all employees and customersDirect all operational, customer service, admin processes in the branch ensuring compliance with the company practices and procedures. Requirements5+ years of experience managing a team - preferably in the building supply and/or construction industryExcellent problem solving and decision-making skills with a natural ability to respond quickly and accurately to inquiries, handle a fast-paced environment, and keep a sense of humourExcellent communication skills both verbal and writtenProven leadership for the successful day to day management of a branchAbility to exceed customer expectationsProficient with Microsoft Office, Excel and ERP system The Offer Competitive salaryHealthcare – we offer multiple options, and Convoy picks up a generous portion of single, couple or family coverageInsurance benefits and employee assistance program401K – save for retirement with a traditional 401K account or Roth 401K – you are eligible after 90 days of employment, and Convoy matches a portion of your contributionEmployee referral bonus programPaid training/tuition reimbursementOvertime available in peak periodsInternal Promotions Company OverviewConvoy Supply, founded in 1972, is a leading wholesale distributor of construction materials with over 40 locations across North America. Convoy prides itself on being the most responsive, problem-solving and fun place for our customers to conduct business.Convoy can be a job or a career. Find out more at:https://www.convoy-supply.com/careers/overview As an Equal Employment Opportunity (EEO) employer, Convoy Supply Inc. provides job opportunities to qualified individuals without regard to race, color, ethnicity, religion, gender, sexual orientation, national origin, age, marital status, physical or mental disability, familial or military status, in accordance with applicable federal, state and local EEO laws. All candidates for employment must successfully complete pre-employment drug testing and background verification before employment is finalized. 
Customer Service Represtative
BMO, St. Thomas, ON
Application Deadline: 05/06/2024Address: 739 - 743 Talbot StreetJob Family Group:Retail Banking Sales & ServiceDelivers 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 achieve overall business objectives.Identifies customer needs and initiates referrals to BMO colleagues.Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes standardized tasks under supervision.Performs initial problem solving within given rules/limits & escalates when required.Broader work or accountabilities may be assigned as needed.Qualifications:No prior experience necessary; post-secondary degree or certification in related field of study is desirable.High-level knowledge of personal, commercial and partner offers, and how each can best serve customers' individual needs.Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.Highly skilled at helping people who don't find digital applications intuitive to gain confidence in how to use them and to understand their benefits.Projects a professional presence.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.A focus on delivering a personal experience to customers.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic knowledge learned on the job.Verbal & written communication skills - Basic (in business environment).Organization skills - Basic (in business environment).Collaboration & team skills - Basic (in business environment).Compensation and Benefits:$33,850.00 - $43,500.00Pay Type: SalariedThe 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 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://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Assistant Branch Manager
Equest, Burnaby, BC
Assistant Branch ManagerMetrotown Mall, BC, 4820 Kingsway #252, Burnaby, British Columbia, Canada Req #2923Monday, April 22, 2024We're searching for an Assistant Branch Manager. Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a new opportunity for an Assistant Branch Manager at our Metrotown Mall office in Burnaby, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience.Expected Compensation: The expected hourly hiring range for this role is $ 29.60 to $37.00 , with a 35 hour work week. Your rate of pay will be determined based on your individual qualifications and experience, while considering internal equity.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers . Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences . Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Assistant Branch Manager, you're a collaborative sales leader with a genuine passion for the client experience and your team members. You're responsible for the promotion, sales and service of all insurance products. Inspire, guide, and support your team to achieve the goals of our clients, company, and team members, while leveraging your insurance expertise.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Amplifying Communities Program to support causes that matter most t o our employees Why we'll love You: • Deliver results by driving effective routines that optimize team and individual performance• Create an amazing culture where everyone can develop, grow, and belong• Forge long-term authentic, client-first relationships• Share your knowledge of personal lines and auto insurance products.• You're an expert at mastering time, multiple tasks, and priorities• At least three years' industry experience• Insurance broker Level 2 license• Bonus! Accredited CAIB and/or CIP and a post-secondary degree/diploma Once here, you'll: • Support the Branch Manager by leading, mentoring and inspiring team members• Guide and support sales agents to attain expected targets and continuously monitor branch reports for key performance indicators• Seek opportunities to pursue new business and additional product sales Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Now Metrotown Mall, BC, 4820 Kingsway #252, Burnaby, British Columbia, Canada
Assistant Branch Manager Advisor
RBC, Oxbow, SK
Job SummaryJob DescriptionWhat is the opportunity?As an Assistant Branch Manager Advisor, your strong client-focused and advice-oriented approach, combined with your flexibility and adaptability, are essential for leading and coaching your team. Together, you deliver an exceptional client experience and maximize opportunities through an emphasis on sales enablement and coaching, digital education and usage, and collaboration with RBC partners. Your ability to foster long-lasting relationships and provide professional advice allows you to contribute to the success of your clients, your business, and your community. Further, you support the ongoing development of your team through consistent routines to ensure a high level of employee capability and engagement.What will you do?Ensure high employee engagement through talent management, development & career planningDeliver results through strong sales management routines and coaching abilityProvide professional advice and education with an ability to address complex credit and investment personal & business needsCollaborate with market leading professionals in financial planning, retirement planning, home equity finance specialists & business banking experts to ensure clients receive customized, expert advice.Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experienceModel & coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usagePartner with your manager to ensure operational effectiveness of the branch and maximize the performance of the teamAddress local community needs through appropriate recruitment and management practicesWhat do you need to succeed?Must-haveMinimum of 2-3 years experience in a relationship management role within the financial industry (i.e. Banking Advisor, Financial Advisor)Experience in a coaching / leadership role, or acting as a mentor to service or sales professionalsMutual Funds accreditation (IFIC or CSC) and at least 2 years of licensed mutual fund sales experience within the last 3 yearsCompletion of an acceptable mutual fund branch management exam (BCO) offered by the CSI or ability to write the exam within 4 months of start dateDemonstrated success delivering / coaching to providing advice to clients resulting in strong client relationships and superior sales resultsNice-to-haveStrong communication and decision-making skills, with the ability to communicate and lead changeStrong multi-tasker and self-starter who is comfortable working independently, as well as in a flexible environmentA post-secondary diploma/degree, ideally in Commerce, Business Administration or related experienceWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including performance based bonuses, flexible benefits, and competitive compensationLeaders who support your development through coaching and managing opportunitiesA world-class training program in financial servicesA collaborative dynamic culture where personal initiative and hard work are recognized and rewardedJob SkillsBuilding Talent, Critical Thinking, Inspiring, Long Term PlanningAdditional Job DetailsAddress:302 MAIN ST:OXBOWCity:OXBOWCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-04-24Application Deadline:2024-05-04Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Assistant Branch Manager
BMO, Markham, ON
Application Deadline: 04/22/2024Address:3993 Highway 7Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.Coordinates service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalates for resolution.Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.Supports the Bank's community involvement and participates in community activities.Resolves customer related issues using knowledge of bank services, products, and processes.Fulfills sales and service activities for the customer in accordance with approved procedures.Provides input into area business and market plans to optimize new and existing business opportunities within the community.Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.Reviews results and performance measures against plans and standards (e.g. sales targets, service targets, referral targets) to address gaps and develop plans.Analyzes data and information to provide insights and recommendations.Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.Manages transactional outcomes for customer calls or defers to appropriate internal business groups.Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.Builds effective relationships with internal/external stakeholders.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with all legal and regulatory requirements for the jurisdiction.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.1-3 years of banking or customer service/sales or equivalent experience.Previous supervisory or management experience - preferred.General knowledge of retail banking products and services.General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.Working knowledge of competitive marketplace and trends in product offerings.Working knowledge of branch operational processes and policies.Working knowledge of branch technologies, processes, and performance metrics.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.Grade:5Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Assistant Branch Manager
BMO Financial Group, Markham, ON
Application Deadline: 05/16/2024 Address: 3993 Highway 7 Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Banks policies and processes. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer. Coordinates service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalates for resolution. Develops and maintains a network in the community to enhance the Banks visibility and builds a strong referral source for new potential business. Supports the Banks community involvement and participates in community activities. Resolves customer related issues using knowledge of bank services, products, and processes. Fulfills sales and service activities for the customer in accordance with approved procedures. Provides input into area business and market plans to optimize new and existing business opportunities within the community. Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures. Reviews results and performance measures against plans and standards (e.g. sales targets, service targets, referral targets) to address gaps and develop plans. Analyzes data and information to provide insights and recommendations. Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements. Manages transactional outcomes for customer calls or defers to appropriate internal business groups. Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution. Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations. Builds effective relationships with internal/external stakeholders. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with all legal and regulatory requirements for the jurisdiction. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. 1-3 years of banking or customer service/sales or equivalent experience. Previous supervisory or management experience - preferred. General knowledge of retail banking products and services. General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives. Working knowledge of competitive marketplace and trends in product offerings. Working knowledge of branch operational processes and policies. Working knowledge of branch technologies, processes, and performance metrics. 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. Compensation and Benefits: $44,500.00 - $82,500.00 Pay Type: Salaried The above represents BMO Financial Groups 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 number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups 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://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Contractor Manager, Operations
Reliance Comfort Limited Partnership o/a Reliance Home Comfort, Burlington, ON
Find Your Limitless with Reliance By joining Reliance as a Contractor Manager you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for Team Members who want to grow with us. At Reliance, we pride ourselves on the fact that we provide limitless opportunities for growth, and we encourage it by rewarding our Team Members for their success in many ways. If you’re ready to find your limitless - join us! The Opportunity Lead and develop a high-performance team consisting of Contractor Partners. Reliance is known for having the best trained technical experts in the business and your primary goal is to unleash the potential of each of your Contractors to overachieve in their objectives every day.” Working above the Line” The Contractor Manager is accountable for planning, managing and continually improving to ensure that the Customer Experience, Growth, Productivity and Financial Objectives are driven to a standard of excellence for field operations through regular coaching and collaboration with Contractor Partners. What will you do? Learn and grow as an important part of a team that cares about Reliance and its customers. Collaborate with the Operations Managers within your division to plan, budget and deliver on operational objectives Instill a culture and understanding of the imperativeness of Health & Safety in the region, ensuring adherence to H&S practices and policies Be a champion for Customer Experience ensuring that the contractors follow the standard operational processes to drive customer experience improvement Responsible for monitoring, measuring, and implementing best practice initiatives to ensure that Productivity improvements are realized across all metrics with the contractor workforce Lead and support the development of a mentality for the contractors that drives Growth through Service and improves on technical lead and conversion rates Instill contractor controls and practices in Inventory management to optimize product/part availability while understanding usage of each item Optimize Workforce Planning/call allocation for contractors to maximize Customer Experience while maintaining budgeted costs Align the above objectives to ensure achievement of the planned Margins for the various businesses and the overall region Manage the region’s online reputation by ensuring completion of customer reviews and response to customer issues and concerns Set and monitor manager performance objectives, goals, and criteria; evaluate performance through quarterly performance reviews identifying opportunities for growth and development Perform regular reviews of cost, quality, safety, customer experience, growth, and productivity metrics, setting plans and executing these effectively to drive optimal performance of the operations team and 3rd party partners through goal setting, observation, coaching and reviews Build a strong operations team by continual improvement in hiring, on-boarding, training, and development of talent Research and implement company and industry best practices to drive performance improvements Work with Marketing and Sales on the introduction and operationalization of new products and services What do we offer? A comprehensive benefits package and group savings plan Ability to win a President’s Award along with a fully inclusive trip for two Ongoing leadership, training, and support Cross-functional career opportunities Relocation opportunities Constant internal promotional opportunities Individualized career progression plans And award-winning and one of Canada’s Most Admired Corporate Cultures with a proudly diverse and inclusive team What do you bring? The ideal candidate possesses the following educational background and skill set: A growth mindset: above all else, we’re looking for people who are dependable, ambitious and want to grow with Reliance Possess a business degree or equivalent work experience Achieved 3-5 years of successful operational leadership experience against formalized corporate objectives Understanding and experience with HVAC, Plumbing and Electrical preferred Knowledge of Provincial Regulatory codes & regulations preferred. Demonstrated ability to extract the full potential of technical professionals through development and leadership Ability to retain and attract top talent Contractor Partners Strong competitive awareness with the ability to coach accordingly Introduce new initiatives to maintain further growth Create alignment between corporate goals and contractor objectives Heightened sense of self-awareness and emotional intelligence Demonstrate a strong verbal and written communication skillset Ability to Multitask and balance multiple activities in a fast-paced environment Key Responsibilities Collaborate with all local Manager(s) to plan, budget, and deliver on Profit & Loss targets Drive excellence through our 3rd party partners by finding, selecting, and negotiating agreements with partners who are committed to Reliance’s strategy and goals. Manage these relationships to ensure they deliver on all our key metrics and standards Compile weekly reporting of defined Contractor Key Performance Indicators Perform regular reviews of cost, quality, safety, and productivity metrics, setting plans and executing these effectively to drive optimal performance of Contractor partners through goal setting, observation, coaching and reviews Conduct regular Contractor audits Develop and maintain relationships within all areas of the business Develop any potential sales or customer service opportunities to maximize portfolio growth Ensure capacity plans are forecasted, updated, and delivered to maximize customer service and meet our service commitments Coordinate Contractor Partner training sessions, where necessary Partner and collaborate with other stakeholders (i.e., Quality, Project Management, Training, HR, Regulatory) to continually improve performance Drive ‘Destination of Choice’ for Contractor Partners by setting a standard of service excellence and engaging partners to support this standard Ensure Inventory control is properly managed Perform weekly onsite visits with contractor partners for observation and/or coaching opportunities. Perform other job-related duties as assigned Provide & support training and mentoring of Contract Managers in other Reliance regions Must be able to travel within Ontario to other Reliance branches periodically Why Reliance?Reliance is the industry leader in providing home comfort solutions and we do just that in over 2 million customer homes across North America. Reliance is a trusted source and has become one of Canada’s largest providers of water heaters, furnaces, heat pumps, air conditioners, water purification, plumbing, protection plans, smart home, electrical, and EV chargers. Reliance is a $1 Billion business with 2,600 Team Members and we’re growing! We’re proud to be recognized as one of Canada’s 10 Most Admired Reliance Home Comfort is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds including minorities and those with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Key Account Manager
Reliance Comfort Limited Partnership o/a Reliance Home Comfort, Calgary, AB
Find Your Limitless with RelianceBy joining Reliance as a Key Account Manager you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for Team Members who want to grow with us. At Reliance, we pride ourselves on the fact that we provide limitless opportunities for growth and we encourage it by rewarding our Team Members for their success in many ways. If you’re ready to find your limitless - join us What will you do? Learn and grow as an important part of a team that cares about Reliance and its customers. Exceeds assigned growth targets and performance KPIs within the territory Executes Reliance’s 6-step sales process (prospect, qualify, align, propose, negotiate, close) to build and sustain the sales pipeline required to consistently deliver above-target performance Develops, proposes, and closes winning account sales strategies to generate new Home Builder customer acquisitions and more deeply penetrate existing Home Builder Customer share of wallet Primary contact for all Key Account customers assigned to their portfolio and provides specific sales support as required Actively utilizes the CRM software to record sales pipeline and activity metrics to maximize performance outcomes Analyzes the competitive landscape and leverages knowledge to improve winning account sales strategy Provides regular reporting and updates on Home Builder sales pipeline progress to be leveraged in forecasting and large deal implementation planning Collaborates cross-functionally with Reliance stakeholders to prepare winning account strategies that align with organizational goals, guidelines, and objectives Works cross-functionally with Reliance stakeholders to facilitate efficient implementation of new agreements and/or new opportunities secured through assigned existing Home Builder customer portfolio. Participates in industry and customer-related events/tradeshows to network, target new prospects, identify market trends, and needs relevant to assigned Home Builder customers Provides exceptional service to all new and existing customers Develops and maintains in-depth knowledge of Reliance’s Home Builder value proposition, including products and services offered and the value they create Other duties as required What do we offer? The tools you need to succeed - including the tools for the job as well as training and development programs A successful and knowledgeable team to be part of and learn from Competitive base pay plus the ability to earn more tied to your success - the only limit is your potential A great benefits plan for you / your family Career paths so you can advance in the company A variety of perks for high-performing Team Members including the chance to win and be part of our annual President’s Club trip to a tropical destination And award-winning and one of Canada’s Most Admired Corporate Cultures with a proudly diverse and inclusive team What do you bring? A growth mindset: above all else, we’re looking for people who are dependable, ambitious and want to grow with Reliance Position resides in Alberta and must attend meetings in the Calgary branch Minimum 5+ years of direct selling sales experience within a business-to-business environment 2+ years of successful enterprise experience - Account Management and New Customer Acquisition Bachelor’s degree or college diploma in a related field Proven track record of success exceeding sales quotas and sales metrics Results-driven individual who takes initiative and accountability to continuously improve business outcomes Strong leadership skills with the ability to influence without authority Superior communication and interpersonal skills Strategic critical thinker and problem-solver who demonstrates agility in the face of change Ability to work well in a cross-functional business structure where collaboration and coordination between departments is critical to success Industry knowledge and/or experience working within the HVAC industry is an asset Why Reliance?Reliance is the industry leader in providing home comfort solutions and we do just that in over 2 million customer homes across North America. Reliance is a trusted source and has become one of Canada’s largest providers of water heaters, furnaces, heat pumps, air conditioners, water purification, plumbing, protection plans, smart home, electrical, and EV chargers. Reliance is a $1 Billion business with 2,600 team members and we’re growing! We’re proud to be recognized as one of Canada’s 10 Most Admired Corporate Cultures. It's our team members and their relentless focus on the business, each other, and our customers that makes us great. Reliance Home Comfort is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds including minorities and those with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Senior HVAC Controls Technician
Johnson Controls, Ottawa, ON
What you will do Under minimal supervision, conducts preventive maintenance, repair, installation, and commissioning and general servicing of systems (including detailed troubleshooting of systems). Responsible for high levels of customer satisfaction through direct, on site, customer interface. With a high level of complete technical competence, mentors control technicians, service technician and mechanical technicians on building automation activities. Properly completes required project and service documentation. How you will do it Diagnoses and repairs complex control systems malfunctions requiring extensive knowledge of a variety of electronic or digital controls systems and ability to test and write modifications in multiple languages of systems software. Consults with the customer through data gathered and site assessments. Provides field proposals for retrofits, upgrades and or enhancements to existing equipment. Assists sales by providing technical recommendations for sales leads. Manages assigned work to meet professional and efficient execution of time and customer satisfaction. Reports problems or changes to management immediately. Interfaces with branch manager, service manager, service project manager or subcontractors on projects to coordinate activities as required in an ethical and professional manner. Provides sketches of field changes and discrepancies for engineering corrections and drawings. May assist with job layouts and bid proposals. Communicates with customer upon arrival and before leaving the work site. Ensures high levels of customer satisfaction. Meets regularly with customer to become familiar with operating problems. Keeps customer informed on the nature of service provided, outstanding issues and recommends system enhancements, upgrades, and or replacement. Promotes the sale of add-on work. Adheres to all Johnson Controls and customer safety standards. Provides safety leadership and instruction to all controls technicians in the branch. Provides safety awareness while working onsite with Johnson Controls subcontractors. Trains the customer in control systems operations. Delivers manuals and documentation to the customer for training needs as required. Provides mentorship for certification of Controls Technicians and Service Technicians on complex building automation systems. Coaches, supports and trains mechanical workforce on non-complex, non-critical equipment. Compiles job documentation, such as certificate of completion, customer training form, training certificates and punch lists. Conducts extensive self-study (reading, research and practice) to improve and maintain technical proficiency in company's product lines. Completes certifications as required by the company. Other duties related to the installing, commissioning and servicing of building controls and facilities management systems and energy management systems, as assigned. Assists in the design and configuration of building control systems as defined by the contract documents. Creates flow diagrams, sequence of operations, and bill of material, network layouts and electrical schematics as required. Assists in the development and testing of software programs necessary to operate the system per the intent of the project requirements. Compiles and/or completes project as-built and close-out documentation. Assists in the coordination and creation of necessary drawings and equipment schedules for submittals and installation. Selects, orders, and tracks the delivery of materials for assigned projects. Coordinates factory-mounting processes to meet factory and project schedule. Assists in the loading and commissioning of all system and network-level controllers as required. Assists in validation of complete system functionality and troubleshoots problems with subcontractors and other trades to ensure proper operation. May provide field change information to the project team for the creation of as-built drawings and software. Keeps management and JCI contractor or customer informed of job progress and issues. Assists in performing site-specific training for owner / operator on the total building control system. Participates in release meeting with project field team. What we look forRequired+10 experience in a technical field, including a minimum of three years specializing in Building Automation Systems (BAS) or a combination of Vocational School four-year program graduate and hands-on experience.Demonstrated ability to install and/or service electronic control systems and HVAC equipment.Effective communication skills to represent Johnson Controls on customer sites.Capable of comprehending and proficient in working with electrical schematics and single-line diagrams.Ability to produce quotations following successful troubleshooting, coupled with the skill to generate revenue for the branch through labor and materials contributions.Possesses the ability to explain technical information to technical and non-technical people.Demonstrate effective writing skills as well as understanding of programs and software applications.Knowledge of control theory, automatic temperature controls, building automation systems and other building subsystems.Ability to obtain Secret Security ClearanceJohnson Controls’ Canadian subsidiaries are committed to providing reasonable accommodation to applicants, candidates and employees with disabilities, in accordance with applicable human rights legislation, and in Ontario, in accordance with the Accessibility for Ontarians with Disabilities Act (“AODA”). When requested, accommodation will be provided throughout all stages of the recruitment and selection process. To request accommodation, please contact us. Any information you provide related to accommodation measures will be treated as confidential. A copy of Johnson Controls’ applicable AODA policies are available on our website at www.johnsoncontrols.com for your reference, and can be made available in accessible formats upon request.
Health Services Laboratory Assistant - Float
Dynacare, Toronto, ON
Description Position at Dynacare Laboratory Assistant (Float) Where YOU work, makes a difference. Life is precious and every moment matters. Dynacare is helping Canadians achieve a healthy future with care and wellness solutions that are convenient, understandable, and accessible. When you join our team, every day is an opportunity to get better and be inspired. It’s an environment where you can grow your career in any direction you choose. We’re evolving our technology and optimizing our processes, so you can do your best work, make a meaningful impact, and thrive. Are YOU our next Laboratory Assistant? As a Laboratory Assistant (Float), you are responsible for processing blood samples and other laboratory specimens, entering requisitions and results accurately - all in a timely manner. You also play an important role in providing customer service to create the best possible patient experience. These can be stressful situations for patients, and you need to display empathy, care, and kindness. Testing results are often critical for patients, and you are there to help and make an impact on their lives. These are permanent part time position working, Monday - Saturday, between the hours of 7:00 am - 5:00 pm in the Toronto and Scarborough areas, in our Laboratory and Health Services Centers (LHSC). Must be flexible to work various hours between Monday - Saturday. Guaranteed 15 hours per week. Why Dynacare is an amazing place for YOU: Join an award-winning ''Top Employer'' with meaningful and impactful career opportunities · Access a health and wellness benefits program that supports you and your loved ones · Grow and thrive with a dynamic, successful company through internal mobility opportunities · Invest in your future through RRSP match benefits and an employee stock purchase program · Experience a collaborative, diverse workforce that prioritizes dignity and respect for all How YOU will make a difference: Create an ideal customer experience that is best in class and engages with individuals around our products and servicesAccurately enter data, patient, and test information for Ministry of Health requisitionsObtain quality blood samples and other specimens from patients, using skillful venipuncture techniques, performed in keeping with Dynacare’s mission and valuesSort and steer specimens, perform ECG’s, Holter Hookups, paternity, urine, drug and breath alcohol collectionsEnsure specimens and supporting documentation are completed as required in SOPs and ready for data entry and transportation to the laboratory, following established protocols for the handling of suitable and unsuitable samplesEnsure all confidential information is maintained in a secure fashion. Contribute to meeting the departmental/corporate quality metrics, regulatory compliance and quality indicatorsWhat YOU bring to the role: You have completed Secondary School and a Laboratory Assistant training program or a Medical Lab Assistance course with specialized training in phlebotomyYou are customer-focused with a genuine care for patient’s healthDemonstrate skill in phlebotomy, with the ability to manage anxious patients through the sample obtaining process in a pleasant, calming and reassuring mannerPrioritize and self-manage within a deadline-oriented environmentBe extremely detail orientedProficiency in English, both written and verbal, at a level that enables you to communicate instructions, clearly and understandably, to patientsPassionate about supporting healthy lives with commitment and care? Please apply today and let us open the door to your extended career journey. Dynacare has been a “Top Employer” for many years and there is a reason why. We are a great place to work. At Dynacare, we’re proud to hire the best people. If you are looking for a meaningful career where you can support healthy lives with commitment and care - we would like to meet you. We hope you will join us in our journey to become Canada’s health and wellness solutions leader. Dynacare is proud to be an equal opportunity employer committed to the attraction, selection, advancement, and fair treatment of all individuals. We believe that our diversity is our strength, so we employ a diverse workforce and respect the needs of all our employees. In accordance with the Ontario Human Rights Code, Accessibility for Ontarians with Disabilities Act and the Dynacare Accommodation Policy a request for accommodation will be accepted as part of the Dynacare hiring process.
Assistant Branch Manager Advisor
RBC, Kingston, ON
Job SummaryJob DescriptionWhat is the opportunity?As an Assistant Branch Manager Advisor, your strong client-focused and advice-oriented approach, combined with your flexibility and adaptability, are essential for leading and coaching your team. Together, you deliver an exceptional client experience and maximize opportunities through an emphasis on sales enablement and coaching, digital education and usage, and collaboration with RBC partners. Your ability to foster long-lasting relationships and provide professional advice allows you to contribute to the success of your clients, your business, and your community. Further, you support the ongoing development of your team through consistent routines to ensure a high level of employee capability and engagement.What will you do?Ensure high employee engagement through talent management, development & career planningDeliver results through strong sales management routines and coaching abilityProvide professional advice and education with an ability to address complex credit and investment personal & business needsCollaborate with market leading professionals in financial planning, retirement planning, home equity finance specialists & business banking experts to ensure clients receive customized, expert advice.Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experienceModel & coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usagePartner with your manager to ensure operational effectiveness of the branch and maximize the performance of the teamAddress local community needs through appropriate recruitment and management practicesWhat do you need to succeed?Must-haveMinimum of 2-3 years experience in a relationship management role within the financial industry (i.e. Banking Advisor, Financial Advisor)Experience in a coaching / leadership role, or acting as a mentor to service or sales professionalsMutual Funds accreditation (IFIC or CSC) and at least 2 years of licensed mutual fund sales experience within the last 3 yearsCompletion of an acceptable mutual fund branch management exam (BCO) offered by the CSI or ability to write the exam within 4 months of start dateDemonstrated success delivering / coaching to providing advice to clients resulting in strong client relationships and superior sales resultsBilingual (French/English)Nice-to-haveStrong communication and decision-making skills, with the ability to communicate and lead changeStrong multi-tasker and self-starter who is comfortable working independently, as well as in a flexible environmentA post-secondary diploma/degree, ideally in Commerce, Business Administration or related experienceWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including performance based bonuses, flexible benefits, and competitive compensationLeaders who support your development through coaching and managing opportunitiesA world-class training program in financial servicesA collaborative dynamic culture where personal initiative and hard work are recognized and rewardedJob SkillsBuilding Talent, Critical Thinking, Inspiring, Long Term PlanningAdditional Job DetailsAddress:4395 GEORGE ST:SOUTH FRONTENACCity:SOUTH FRONTENACCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-04-25Application Deadline:2024-05-09Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.