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Retail Banking Sales and Service Manager

2 months ago

Stevens Point, Wisconsin, United States Bank of Montreal Full time
Job Summary

We are seeking a highly skilled and experienced Retail Banking Sales and Service Manager to join our team at Bank of Montreal. As a key member of our sales team, you will be responsible for delivering sales activities and results for designated retail sales programs and products.

Key Responsibilities
  • Partner with internal stakeholders to deliver sales activities and results for designated retail sales programs and products.
  • Act as the market expert for retail sales programs and products to grow market share.
  • Establish strong working relationships within the designated market and participate in joint sales calls and team meetings.
  • Identify and refer business opportunities to key partners.
  • Develop and execute a market business plan, including sales strategies, to achieve retail sales program and product objectives.
  • Represent the retail sales programs and products at sales calls and events.
  • Generate appointments and opportunities to grow business results.
  • Prioritize the market's client and prospect pipeline and schedule for events and seminars.
  • Manage regional retail sales programs and products to maximize client opportunities across BMO.
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
  • Recommend program design changes based on client or market segment needs to enhance program effectiveness and establish best practices.
  • Provide strategic input into business decisions as a trusted advisor.
  • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
  • Act as a subject matter expert on relevant regulations and policies.
  • May network with industry contacts to gain competitive insights and best practices.
  • Develop the business case by identifying needs, analyzing potential options, and assessing expected return on investment.
  • Establish strong partnerships with BMO colleagues and senior leaders in the designated market.
  • Acts as the prime subject matter expert for internal/external stakeholders.
  • Break down strategic problems, and analyze data and information to provide insights and recommendations.
  • Defines business requirements for analytics and reporting to ensure data insights inform business decision making.
  • Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
  • Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
  • Monitors and tracks performance and addresses any issues.
  • Designs and produces regular and ad-hoc reports and dashboards.
  • Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • Leads the development of the communication strategy focusing on positively influencing or changing behavior.
  • Collaborates across BMO to develop communications strategies and ensure consistency of messaging to positively influence or change behavior.
  • Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
  • Leads/participates in the design, implementation, and management of core business/group processes.
  • Plans and controls unit operating expenses in accordance with forecasts.
  • Makes recommendations to leaders on financial management processes based on changing requirements.
  • Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis, and reporting.
  • Leads/participates in the design, implementation, and management of core business/group processes.
  • Provides input to program development and marketing strategies to grow the market share.
  • Identifies, refines, and shares suggestions to improve sales calls, events, seminars, materials, and tools.
  • Delivers the desired customer experience in partnership with BMO colleagues.
  • Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Builds effective relationships with internal/external stakeholders.
  • Ensures alignment between stakeholders.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Requirements
  • Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Meets all CFPB and Safe Act requirements and adheres to all compliance, regulatory, and legal guidelines.
  • In-depth/expert knowledge of retail products and retail branch networks.
  • Presentation skills and time management - in-depth/expert.
  • Proven business development success.
  • Customer-oriented; focused on designing and delivering a great customer experience.
  • Proactive and collaborative with team members to establish trust and partnerships.
  • Committed to building strong internal and customer relationships.
  • Comfort with multi-tasking to manage multiple clients and/or events simultaneously.
  • Seasoned professional with a combination of education, experience, and industry knowledge.
  • Verbal & written communication skills - in-depth/expert.
  • Analytical and problem-solving skills - in-depth/expert.
  • Influence skills - in-depth/expert.
  • Collaboration & team skills; with a focus on cross-group collaboration - in-depth/expert.
  • Able to manage ambiguity.
  • Data-driven decision making - in-depth/expert.
What We Offer

We offer a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are committed to an inclusive, equitable, and accessible workplace and strive to help our employees grow and make an impact.

At BMO, we are driven by a shared purpose: Boldly Grow the Good in business and life. We believe in creating 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.