I typed: training manager financial industry into google and this is what I got. Quite different job descriptions. However, I particularly liked how it was done.
What do you think the job descriptions are for?
Would you post something similar, or vastly different?
These jobs are in Canada, and there is a constant: quite clear and concise, and all the while, they are selling their company to the potential candidates. Which brings me to think that, even though the jobs are demanding – that is not a down point, quite the opposite.
• Do any of these positions attract you?
• Any questions as to vocabulary?
• Can you guess the suggested homework?
Yes! Go ahead and write a job description for your job – and if you are too shy for that – choose a job and write a classified ad for it.
Click for original job ads (and the answers to some of my questions).
Approaches, greets, and offers assistance or direction to any customer who enters the dealership showroom or sales lot.
Greets customers politely and courteously when presented by salespersons on turnover.
Reviews all figures agreed upon between the customer and the sales department.
Discloses and/or confirms figures with the customer and discusses payment options.
Assists customers in selecting insurance and protection products or accessories for their vehicle.
Explains fully product performance, application, and benefits to customers.
Describes all accessory equipment available for customer purchase or lease add-on.
Reviews and verifies credit application information/credit reports and determines customer’s credit worthiness.
Works with lenders to structure loans according to customer needs and lender’s guidelines.
Prepares all paperwork required to complete the lease/purchase transaction including all registration forms, finance/lease contracts, licensing documentation, pre-delivery work orders, purchase orders, special parts arrangements and other documents required by provincial and federal regulatory agencies.
Ensures each customer fully understands the terms of their purchase/lease agreement.
Exhibits high level of commitment to customer satisfaction.
Knows and understands the federal, provincial, and local laws which govern retail automobile sales.
Establishes personal income goals that are consistent with dealership standards of productivity, and devises a strategy to meet those goals.
Attends product and sales training courses as requested by sales manager.
Keeps abreast of new products, features, accessories, etc., and their benefits to customers.
Knows and understands equity and values, and is able to explain depreciation to the customer.
Ensures that the sales manager reviews all completed deal files.
Answers questions that may arise from a purchase/lease transaction and provides documentation, if necessary, to the Vehicle Sales Clerk or Sales Manager.
Follows up on all post-delivery items, tag/title work, “we-owes”, and special requests to be sure that all customer expectations are met.
Maintains an owner follow-up system that encourages repeat and referral business and contributes to customer satisfaction.
Maintains a monthly sales log to track and monitor sales volumes, penetrations and gross averages as established by the General Manager.
Reviews and analyzes actions at the end of each day, week, month, and year to determine how to better utilize time and sales techniques more effectively.
Attends all training and sales meetings.
Maintains professional appearance.
Responds to all pages in a timely manner.
Financial Services Manager in Training
North Vancouver, BC
Please note that training will take place in North Vancouver. Upon completion, you will be placed in a branch within the North Vancouver/Vancouver Downtown market.
As a XXX, you will:
Be a key member of a collaborative and versatile branch team
Proactively engage with customers to identify their needs using the bank’s tools and your understanding of the customer.
Advise customers, offering financial solutions and products to meet their everyday banking, investment and lending needs
Help customers find new and alternate ways to bank with us by offering convenience and valuing their time.
Take the initiative and find creative approaches to enhancing the customer experience
Collaborate with various XXX partners and identify referral opportunities to further grow the customer relationship.
Keep up to date with the wider marketplace and regulatory environment, including operations, legal and ethical requirements.
It starts with listening
At XXX Group, the customer is always front and centre. We help them navigate a financial world that becomes more complex by the day. That means we ask more of our XXX Managers than ever before. You will need to get to know our business quickly and be fast on your feet, contributing to a flexible team that’s focused on keeping us competitive and customer focused. But underlying it all is your ability to build rapport with our customers and offer them personalized service. We’ll look to you to understand and anticipate their individual needs and shape our service to meet them.
Your passionate commitment to customer service will be matched by:
Experience in a consultative customer service or sales role, with a drive to deliver solutions
Good knowledge of lending, investment and partner relationships – ideally supported by an IFIC qualification (or equivalent) lending qualification
A focus on results and the ability to thrive in a sales environment
Readiness to collaborate and work in different capacities as part of a team
Excellent interpersonal skills, including the ability to build rapport and manage business relationships
An aptitude for solving problems, and responding flexibly and creatively to new challenges
A different kind of banking
We’re the XXX. Our vision is to be the XXX that defines great customer experience. After all, money is personal, and a XXX should be too – we’re people first and XXX second. And we care about our employees, our customers and the people in our communities. So whether you’re starting out in your career or looking for a change, XXX offers a range of possibilities for you to develop your potential to the fullest. You will get to know our business quickly, your ideas will be heard and your potential will always be recognized. Join us, and you will be part of a true team, collaborating with people who will help you build an exciting, solid career at XXX.
Our Values – Who We Are: Our four values define who we are. They guide us past the easy thing to the right thing;
Integrity: Do what’s right.
Diversity: Learn from Difference.
Empathy: Put others first.
Responsibility: Make tomorrow better.
XXX Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives.
We’re here to help
At XXX we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a XXX.
As a member of the XXX 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.
XXX 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.
The XXX, will lead a team to ensure the use of best practice instructional techniques in the design, development and delivery of training programs that engage and motivate learners to achieve the desired national outcomes. A successful candidate will be an innovative leader who is passionate about learning and a champion for the culture of learning. Responsibilities include:
Key results from this role include improved engagement scores, elevated customer satisfaction metrics and knowledge growth evident through key performance indicators for the Online XXX business.
Training content & delivery-40%
Establishes and builds overall strategy for training program content, delivery, continuous improvement and sustainment
Works closely with business partners to develop strong understanding of business requirements and assess learning needs to build correct programs
Partners with L&D Business partners on development of full training program lifecycle
Design and implement learning solutions that demonstrate best practices in adult learning principles – keeps current with innovative and leading-edge technologies in learning trends and developments
Actively seeks feedback and input from key stakeholders
Conduct regular and timely assessments of trainer skills (completion reports, participant stats) to ensure consistency across all programs and build continuous improvements through feedback and coaching
Connect training delivery to business results and reinforce link to hold team accountable for successful delivery
Ensures team is accurately assessing store effectiveness through observations and training scorecards; team can identify gaps and identify needs regionally to target correct solutions for business improvement
Project Management: 60%
Establishes and builds overall strategy for training program content, delivery, continuous improvement and sustainment
Manage a team of training specialists and coordinators, setting clear priorities and expectations that align to the overall Operation Teams’ objectives and key results, and enable their teams’ success through coaching, training and continuous feedback.
Builds strong working relationships, processes and communications with key XXX team members to ensure cross team alignment.
Supports roll out of new locations & programs, collaborating with operations team members on needs, requirements and financial planning for refurb costs
Build and maintain colleague engagement programs to create brand loyalty with all XXX colleagues as well as store teams
Measures the store adherence to programs, effectiveness of implementation and continues to refine processes and strategies for optimal results
Identify and plan for new methods and technologies that increase colleague knowledge and build program awareness and understanding to field ops management teams
Completion of a Bachelor’s degree (BA, BCom) or similar is required
5 or more years of management experience, ideally leading a remote team
Experience working with senior level leadership
Adapts positively to ambiguity and high degree of proactive “hands-on” critical thinking and mobilizing actions
Excellent communication skills and ability to influence and lead individuals towards business goals
Ability to self-organize multiple tasks well and to complete them on time with a clear focus on quantitative results
Strong presentation, organizational and project management skills required
Expert in learning principles and practices
Ability to build strategic plans laddering up to overall Business Objectives
Ability to work collaboratively and influence groups towards common goals
Willingness to travel
How You’ll Succeed:
At XXX, we seek great people to continually strengthen our culture. We believe great people model our values, are authentic, build trust and make connections.
We’re able to keep innovating because our colleagues are passionate about their work and excited about the future of eCommerce.
If you have big ideas, undeniable enthusiasm, and thrive in a collaborative, creative, and diverse group, we’ll get along just fine.
Looking for a challenge? Good. Love an innovative work environment? Even better.
Type of Role:
XXX recognizes Canada’s diversity as a source of national pride and strength. We have made it a priority to reflect our nation’s evolving diversity in the products we sell, the people we hire, and the culture we create in our organization. Accommodation is available upon request for applicants with disabilities in the recruitment and assessment process and when hired.
In addition, we believe that compliance with laws is about doing the right thing. Upholding the law is part of our Code of Conduct – it reinforces what our customers and stakeholders expect of us.