Address: 1285 Fanshawe Park Rd W
Job Family Group: Retail Banking Sales & Service
Location - Flexible - London Windsor Sarnia
Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO\xe2\x80\x99s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.
Manages people and leads a team capable of
delivering the desired business results.
Assesses marketplace and competition opportunities to identify strengths, opportunities, and weaknesses and create plans that address gaps and opportunities.
Works effectively with other senior leaders to leverage sales and referral opportunities, improve wallet share, and acquire new customers.
Develops, maintains, and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.
Acts as a key BMO representative for local community activities in the market.
Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
Manages risk to minimize losses by monitoring and controlling reports to meet compliance requirements within established risk guidelines.
Identifies and shares best practices across a network of divisional leaders.
Provides 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.
Acts as a subject matter expert on relevant regulations and policies.
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
Recommends business priorities, advises on resource requirements, and develops roadmap for strategic execution.
Acts as the prime subject matter expert for internal/external stakeholders.
Defines business requirements for analytics and reporting to ensure data insights inform business decision making.
Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
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 behaviour.
Identifies performance enhancement opportunities to significantly improve employee productivity, reduce costs, and manage risks.
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