Chief, Data Management and Business Applications Unit - Newport Beach, CA, United States - Bank of Montreal

Bank of Montreal Newport Beach, CA, United States

2 weeks ago

Full time

Description

Business Banking Market President (Orange County/San Diego) page is loaded Business Banking Market President (Orange County/San Diego)
Apply locations Newport Beach, CA, USA San Diego, CA, USA time type Full time posted on Posted 2 Days Ago job requisition id R

Application Deadline:

Retail Banking Sales & Service Market President, Business Banking role is responsible for direct oversight of sales and service activities of a team of Business Relationship Managers within BMO's Southern California Business Banking segment, with a target market of companies with sales generally up to $10 million in annual sales.

The Market President – Business Banking leads and strategically coaches employees to performance, strategy, goals and vision of BMO and the Business Banking segment.

The Market President, Business Banking is responsible for, but not limited to, the following:
Business Relationship Manager portfolio and sales management
Business development strategy and activities

Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.

help us live our Purpose:
To Boldly Grow the Good in Business and Life.
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 in compliance with legal and regulatory requirements and the Bank's policies and processes.

Ensures alignment between values and behaviour that fosters diversity and inclusion.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.

Creates innovative business development strategies, including collaborating with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating losses.

Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.

Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.

Addresses escalated sales or relationship management issues to retain the business and provides strategic thinking to resolve the issue for the benefit of the client.

Reviews and continually monitors performance of existing accounts and client relationships.

Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.

Supports the Bank's community involvement and participates in community activities.
Maintains a high-touch relationship with key market customers, prospects and centers of influence within the market.

Reinforces sales processes and client experiences to identify gaps, issues, and best practices through the monitoring of sales and performance targets against plans that create and sustain consistent service to customers/clients and prospects.

Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Develops an expert understanding of business/group challenges.
Acts as a subject matter expert on relevant regulations and policies.
Influences and negotiates to achieve business objectives.

Develops long-range vision to support the team's business goals by establishing priorities and leading the team in developing sales, service, and people strategies that drive sales results.

Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Conducts independent analysis and assessment to resolve strategic issues.

Works with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers.

Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.

Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Communicates goals, plans, and assignments to achieve financial and customer service goals.
Leads the implementation of new programs, products and processes within the branch.
assesses and adapts as needed to ensure quality of execution.
Coordinates the implementation of national and regional sales and service initiatives.
Recommends opportunities to drive improvements across the branch network.
Plans and controls unit operating expenses in accordance with forecasts.
Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
Maintains the confidentiality of customer and Bank information.
Complies with all legal and regulatory requirements for the jurisdiction.
Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.

Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

Expert knowledge of retail banking products and services.
Expert knowledge of all branch operational processes and policies.
Expert knowledge of branch technologies, processes, and performance metrics.
Expert knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
Data driven decision making - Expert.
Salaried The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We're here to help
Boldly Grow the Good in business and life. It calls on us to create 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.
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.

All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.

Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.

We're proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.

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