Guide, direct and coach employees to deliver exceptional service to BMO customers and prospects, ensuring compliance with legal, regulatory, and bank policy requirements.
Understand customer needs and provide sales and service advice that aligns with the customer's best interests, making referrals to other business groups when appropriate.
Support sales and customer‑service activities to achieve strategic customer‑experience and profitability goals.
Foster a culture aligned with BMO’s purpose, values and strategy, modeling these values in all interactions.
Build inter‑dependent teams, attract, retain, and develop top talent, and improve team performance through coaching and recognition.
Develop and execute a branch business plan that maximizes business growth, wallet share, customer retention and acquisition, collaborating with BMO partners and minimizing operating losses.