Area Manager, Market Management

1 month ago


Woodstock, Canada BMO Financial Group Full time
p>534 Dundas Street Woodstock Ontario, N4S 1C5

Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. 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.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 branch customers and prospects within the market.Recommends and implements solutions based on analysis of issues and implications for the business.Builds the business plan for the branch.Influences and negotiates to achieve business objectives.Helps determine business priorities and best sequence for execution of business/group strategy.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.Leads the implementation of new programs, products and processes within the branch.Coordinates the implementation of national and regional sales and service initiatives.Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.Plans and controls unit operating expenses in accordance with forecasts.Complies with all legal and regulatory requirements for the jurisdiction.Focus is primarily on business/group within BMO; li>Provides specialized consulting, analytical and technical support.Qualifications:
  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Previous supervisory or management experience.
  • In-depth knowledge of all branch operational processes and policies.
  • In-depth knowledge of branch technologies, processes, and performance metrics.
  • In-depth knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Data driven decision making - In-depth.

    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. jobs.bmo.com/global/en/Total-Rewards

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    At BMO we are driven by a shared Purpose: 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.


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