Dave Ruben

Specialist Personal Lending @BMO

Ensure customer satisfaction by providing excellent service Meet/exceed expectations with ownership for first point of Direct Banking client contact resolution.* Proactive use of sales principles and techniques with a focus on loan, mortgage and investment sales, as well as using relationship management skills to engage in high-quality customer interactions.* Deepen customer relationships (emphasis on investment and personal lending products & services) and refer to networking partners for new business opportunities.* Meet/exceed personal and team productivity, call quality, sales referral, customer satisfactions, and learning/ development targets/goals.* Proactively identify and use cross-sell opportunities to maximize share of wallet.