Portfolio and Client Services Director

1 week ago


Dorval, Quebec, Canada BMO Full time
About the Role

This is a senior leadership position within BMO, responsible for providing exceptional operational service support to grow the Bank's market share and maximize profitability of client relationships.

Key Responsibilities
  • Foster a culture aligned to BMO's purpose, values, and strategy, and role model BMO values and behaviors in all interactions.
  • Ensure alignment between values and behavior that fosters diversity and inclusion.
  • Regularly connect work to BMO's purpose, set inspirational goals, define clear expected outcomes, and ensure clear accountability for follow-through.
  • Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
  • Attract, retain, and enable the career development of top talent.
  • Improve team performance, recognize and reward performance, coach employees, support their development, and manage poor performance.
  • Lead and execute business development plans to achieve or exceed business goals.
  • Provide overall leadership and strategic direction to the team; set context, direction, accountabilities, tasks, and assignments.
  • Develop solutions for customer-specific issues by engaging multiple internal stakeholders.
  • Participate on client calls as required.
  • Oversee the level of service provided to customers to ensure business objectives are achieved.
  • Address escalated service issues.
  • Make recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
  • Act as a subject matter expert on relevant regulations and policies.
  • Manage resources and lead the execution of strategic initiatives to deliver on business and financial goals.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • Recommend business priorities, advise on resource requirements, and develop a roadmap for strategic execution.
  • Act as the prime subject matter expert for internal/external stakeholders.
  • Manage databases and provide support for analysis, forecasting, and/or data visualization, ensuring adherence with data governance standards.
  • Lead change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • Lead the development of the communication strategy, focusing on positively influencing or changing behavior.
  • Collaborate across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behavior.
  • Create policies and procedures to deliver quality client service and products while protecting the Bank's interests and managing risk.
  • Develop and administer training programs.
  • Document all standard procedures and processes, and communicate new processes to service and sales staff.
  • Provide coverage or back-up support for areas with staff shortages.
  • Collaborate with managers to develop and implement processes and procedures that meet client expectations and ensure consistency across the Bank.
  • Actively listen to client concerns to diagnose client service needs.
  • Facilitate timely client problem-resolution, and engage cross-functional representatives or groups, as appropriate.
  • Respond to client concerns in a professional manner that conveys ownership, competence, respect, the value of the client relationship, and meets standards.
  • Facilitate actions that close gaps between client expectations and experiences in the performance of the Bank and its products.
  • Serve as an advocate for individual clients and escalate service problems to facilitate timely resolution.
  • Explore and identify enhancements and cross-sell opportunities to bring forward to appropriate lines of business.
  • Operate at a group/enterprise-wide level and serve as a specialist resource to senior leaders and stakeholders.
  • Apply expertise and think creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
  • Implement changes in response to shifting trends.
  • Broaden work or accountabilities may be assigned as needed.


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