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Director, Programs and Salesforce Activation

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BMO

Aug 1

  • Job
    Full-time
    Entry Level
  • Toronto
  • Quick Apply

AI generated summary

  • You should have strong leadership skills, experience in program management, and expertise in Salesforce activation. Proven ability to drive strategic initiatives and collaborate cross-functionally is essential.
  • You will manage program initiatives, oversee Salesforce activation, coordinate team efforts, and drive performance to enhance customer engagement and optimize service delivery.

Requirements

  • Expert knowledge of the financial industry with direct relevant experience in sales and service leadership and with Business Banking clients
  • In-depth expertise in Small Business Banking
  • Experience with deposit, financing and cash management solutions for Business Banking Clients – familiar with digital solutions for Small Businesses and partner ecosystem
  • Management experience in both branch and contact centre environments desired
  • Demonstrated success in Business Development
  • BMO organizational knowledge is an asset
  • Minimum undergraduate university degree, an MBA or other post-graduate degree, or equivalent industry related experience preferred
  • Sales Leadership (Expert)
  • Risk Management (Expert)
  • Business Lending
  • Analytical Thinking (Expert)
  • Financial Understanding (In-Depth)
  • Proficiency in Excel, PowerPoint and Microsoft suite skills is a must
  • Excellent communication skills (oral and written) with ability to simplify and effectively communicate complex concepts
  • Strong leadership skills, ability to motivate teams through both formal and informal leadership
  • Proven ability to influence without authority, build alignment and drive change in culture and practices
  • Team-oriented, collaborative and flexible
  • Proven ability to apply expertise and creativity to solve complex problems
  • Able to think like a customer and design the right customer experience
  • Strong time management and project management skills
  • Strong business acumen
  • Expert ability to navigate the corporate environment to deliver results
  • Results oriented and is able to work under minimal direction

Responsibilities

  • Develop and implement, in partnership with the Business Banking Headquarters team, strategies that increase employee knowledge levels and comfort in dealing with Business Banking clients across all channels, including knowledge of and comfort with deposit, financing and cash management solutions; partner offerings; industry, government and community programs, and how to conduct brilliant client conversations.
  • Develop and implement salesforce programs that drive acquisition and share of wallet expansion for Business Banking clients across channels.
  • Monitor the activation of key segment programs, tools and offers across sales channels.
  • Develop and implement action plans to optimize the activation of these programs tools and offers to drive loyalty and sales outcomes.
  • Provide thought leadership on appropriate incentive and compensation strategies and performance management tools for employees to drive Business Banking focus and top-tier outcomes.
  • Provide thought leadership and oversight (edit, inputs, renewal) to ensure that line of business product and credit policies, employee tools, financing guidelines, industry and franchise programs and operating procedures are relevant and applicable.
  • Proactively identify gaps in client or employee experience in non-RM channels and define and champion strategies to address.
  • Act as a key subject matter expert for Business Banking leadership on non-RM channel execution of segment sales and service strategies and non-RM client and employee experience.
  • Act as a key representative for the Business Banking segment within Personal and Virtual Connect Distribution teams championing Business Banking focus and progress.
  • Provide thought leadership on the design of best-in-class self-service sales and service experiences for non-RM clients that improve loyalty and sales results. Partner with Business Banking HQ and Digital Transformation teams to champion their implementation.
  • Monitor quality, accuracy and consistency in Business Banking tasks and transactions executed through non-RM channels, develop action plans, and provide thought leadership to Business Banking leadership teams to champion and implement, helping to ensure ensuring equal focus across Revenue/Loyalty/Risk Mgmt “legs of the stool”.
  • Maintain an up to date and market relevant portfolio of client programs aligned to targeted vertical of focus for the Business Banking segment.
  • Programs will be supported by playbooks and tip-sheets suitable for all sales channels that help educate employees regarding structure of the relevant verticals, key terms and areas of focus for clients operating in these verticals, and articulate relevant targeted pricing, product and credit structuring incentives and offers for prospective clients.
  • Lead the development of new industry programs for verticals that present an opportunity for BMO Business Banking to grow market share in both Deposits and Lending through additional acquisition or share of wallet expansion.
  • Develop appropriate external partnerships and subject matter expertise to ensure market relevance of these programs and drive business development opportunities for our salesforces.
  • Develop and manage a team of high performing individuals who will work directly with our customer facing teams and relevant HQ partners to develop, maintain and drive the activation of key Business Banking programs and offers to drive sales outcomes through acquisition and share of wallet expansion.
  • Lead a high performing network of teams and individuals across BB Regional Sales & Service, Branches, and Virtual Connect and, through formal and informal leadership, impact and influence to drive transformation and results.
  • Set and monitor performance targets for key segment programs, offers and other KPIs in collaboration with key partners and Business Banking leaders.
  • Drive consistent and high-quality business results through collaboration across the business banking organization and with key partners including Virtual Connect and Client and Workforce effectiveness Personal Distribution.

FAQs

What is the primary focus of the Director, Programs and Salesforce Activation role?

The primary focus of this role is to activate salesforces across Relationship Manager, Branch, and Virtual Connect channels to use the products, programs, tools, and resources created by the Headquarters team, driving the strategy forward for the Business Banking segment.

What are the key accountabilities associated with this position?

The key accountabilities include Salesforce Activation, managing Branch, Virtual Connect and Self-Service Channels, overseeing Industry Programs, providing Managerial Leadership & Talent Development, and fostering Cross Functional Relationships.

What qualifications are required for the position?

Candidates should have expert knowledge of the financial industry, experience in sales and service leadership, in-depth expertise in Small Business Banking, management experience in branch and contact center environments, and an undergraduate degree (preferably an MBA or equivalent industry-related experience).

What skills are essential for success in this role?

Essential skills include proficiency in Excel and Microsoft Office suite, excellent communication skills, strong leadership capabilities, project management skills, team-oriented collaboration, and the ability to influence without authority.

Is this role targeted towards a specific market segment?

Yes, this role specifically focuses on the Business Banking segment, which targets small businesses and aims to drive growth and efficiency through improved client acquisition and share of wallet expansion.

What is the salary range for the Director, Programs and Salesforce Activation position?

The salary range for this position is $103,500.00 to $192,500.00, varying based on factors such as location, skills, experience, and education.

What type of work culture can a candidate expect in this role?

Candidates can expect to work in a dynamic, collaborative, progressive, and high-performing culture as part of a high-profile team committed to driving transformative initiatives for the Business Banking segment.

What types of benefits does BMO offer to its employees?

BMO offers a comprehensive total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

How does BMO support professional development for employees in this role?

BMO supports professional development through in-depth training and coaching, manager support, and network-building opportunities, helping employees gain valuable experience and broaden their skill sets.

Are there opportunities for remote work or flexibility in this position?

The job description does not explicitly mention remote work or flexibility, but candidates may inquire about this during the interview process.

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BMO

Finance
Industry
10,001+
Employees
1817
Founded Year

Mission & Purpose

At BMO, banking is our personal commitment to helping people at every stage of their financial lives. The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry. Our incredible team of over 46,000 people is just the tip of the iceberg. You should get to know us. We’re here to help.