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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong consultative sales capabilities with a focus on residential mortgages and financial services, complemented by excellent communication and relationship management skills. Proven ability to analyze client needs and deliver tailored lending solutions while managing organizational change effectively.
Highest-signal resume keywords
Residential Mortgage UnderwritingConsultative Sales CapabilityClient Relationship ManagementAnalytical SkillsEffective Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Underwriting ExperienceFinancial Services ExperienceNeeds AnalysisClosing SkillsServicing Skills
Soft Skills
Organizational SkillsInfluencing SkillsNegotiation Skills
Tools & Technologies
Banking SolutionsLending Solutions
Certifications & Qualifications
Valid Driver's License
Industry Keywords
Financial ProductsDebt ManagementConsumer Client BaseBusiness DevelopmentSales/Service Capacity
About the role
Key responsibilities & impact- Sell and promote Manulife One, Manulife Bank Select, and associated lending solutions
- Develop a consumer client base to facilitate direct sales of lending solutions
- Ensure flawless delivery to clients and advise the appropriate servicing unit about business flow
- Identify ideas for improving existing products and services and opportunities for new products
- Partner with the Business Development Consultant and other banking specialists to build advisor interest in Manulife Bank debt management and deposit solutions
- Bring banking knowledge into the regional marketplace and help others understand financial products
Requirements
What you’ll need- Solid underwriting experience with residential mortgages (3-5 years)
- 5 or more years of financial services experience or experience in a sales/service capacity preferred
- Ability to travel frequently within BC territory
- Valid driver's license and reliable source of transportation
- Proven consultative sales capability, including establishing client relationships, conducting needs analysis, presenting solutions, and strong closing and servicing skills
- Interest in acquiring and applying technology for business purposes preferred
- Outstanding oral and written communication skills
- Analytical and decision-making skills
- Effective organizational change and organizational skills to manage fluctuating workloads
- Excellent customer and relationship leadership skills
- Highly developed influencing and negotiation skills
Benefits
Comp & perks- Incentive programs and incentive compensation tied to business and individual performance
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days in Canada
- Statutory leaves of absence
- Flexible remote work environment
- Learning and career growth support
- Well-being and inclusion support