Sales and Service Director
4 days ago
We are seeking a highly skilled Sales and Service Manager to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for guiding, directing, and coaching employees to deliver exceptional service to our customers and prospects.
Key Responsibilities- Understand customer needs 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.
- Fosters a culture aligned to BMO's purpose, values, and strategy.
- Ensures alignment between values and behavior that fosters diversity and inclusion.
- Regularly connects work to BMO's purpose, sets inspirational goals, and ensures clear accountability for follow-through.
- Builds interdependent teams that collaborate across functional and operating groups.
- 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.
- Generates leads to build and maintain customer relationships.
- 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.
- Establishes relationships with business partners to maintain knowledge of interdependent systems and related policies and procedures.
- Reviews results and performance measures against plans and standards 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.
- 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.
- 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.
- Typically between 3 years of relevant experience and post-secondary degree in a related field of study desirable or an equivalent combination of education and experience.
- Basic 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.
- General knowledge of branch operational processes and policies.
- General knowledge of branch technologies, processes, and performance metrics.
- Specialized knowledge.
- Verbal and written communication skills - Good.
- Organization skills - Good.
- Collaboration and team skills - Good.
- Analytical and problem-solving skills - Good.
BMO Financial Group offers a competitive salary range of $41,000 to $67,000 per year, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
We are an equal opportunity/affirmative action employer and are committed to an inclusive, equitable, and accessible workplace. We welcome applications from diverse candidates and encourage you to apply.
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