Face to Face Acquisition Manager

4 weeks ago

Toronto, Ontario, Canada President's Choice Financial Full time

Important Note: Referred applicants should not apply directly to this role.

All referred applicants must first be submitted through Workday by a current colleague.

Position Overview:

At President's Choice Financial, we believe that when you hire exceptional individuals, remarkable outcomes can be achieved. Our organization is dedicated to providing unparalleled value to Canadians through innovative payment solutions. We pride ourselves on being a unique financial institution with a collaborative and supportive culture, where every team member has the autonomy and accountability to excel. Our mission is to simplify everyday financial transactions for our customers, ensuring that every dollar they spend goes further.

As a vital member of our team, the Manager of In-Person Client Acquisition will report directly to the Senior Manager of Strategic Partnerships & Sales Enablement. This role is crucial in formulating channel-specific acquisition strategies aimed at enhancing the growth of our credit card and deposit offerings. The ideal candidate will foster robust relationships with product, risk, and enterprise partners to unveil new growth avenues. A blend of strategic insight and analytical prowess, along with exceptional communication skills, will be essential for collaborating with both internal and external stakeholders to craft and implement effective strategies.

Key Responsibilities:

  • Formulate a detailed in-store sales network strategy for all offerings, emphasizing growth and operational efficiency.
  • Continuously assess performance against established service levels, leveraging analytics to pinpoint areas for enhancement. Work alongside key stakeholders to execute proactive measures.
  • Acquire a comprehensive understanding of sales channel dynamics, performance indicators, and potential opportunities. Develop customer targeting strategies that incorporate relevant promotional elements.
  • Collaborate closely with the onboarding team to ensure effective activities are in place for customers acquired through face-to-face interactions.
  • Partner with relevant teams to develop efficient forecasting and reporting tools across various sales channels and initiatives.
  • Attain a thorough understanding of the business strategy and objectives related to credit card and deposit portfolios, including key profit and loss drivers.
  • Foster cross-enterprise partnerships to enhance in-store acquisition opportunities. Identify innovative methods to integrate our financial products into store planning processes.
  • Enhance customer acquisition efficiency by reducing costs through strategic initiatives and optimizations.
  • Improve the acquisition experience for customers by consistently recommending enhancements.
  • Collaborate with the Sales Operations team to ensure that operational risk and compliance metrics are integrated into strategies aimed at driving quality acquisitions.

Qualifications:

  • Bachelor's Degree in Business or Finance, or equivalent professional experience.
  • 3-5+ years of relevant professional experience, with a strong preference for candidates from the banking, payments, credit card, or financial services sectors.
  • Strong quantitative, analytical, and conceptual problem-solving abilities, complemented by outstanding business acumen.
  • Results-driven, with a proven ability to manage multiple projects and initiatives of varying complexity while prioritizing tasks in a fast-paced environment.
  • Exceptional verbal and written communication skills, with a creative flair for conceptualizing and articulating innovative approaches and solutions.
  • Strong interpersonal skills, with the ability to work cross-functionally within the organization and build relationships both internally and externally.
  • Experience in the development, implementation, and performance evaluation of customer-centric strategies and tactics.

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