Guide, direct, and coach employees to deliver exceptional service to BMO customers and prospects.
Understand customer needs and advise on products and strategies that meet their financial objectives.
Identify and refer customers to other business groups as appropriate.
Support sales and customer service activities to achieve strategic customer experience and profitability goals in compliance with legal and regulatory requirements.
Foster a culture aligned to BMO purpose, values and strategy, and role model BMO values and behaviors.
Build interdependent teams, attract, retain, and develop top talent.
Improve team performance, recognize and reward performance, coach employees, and manage poor performance.
Create innovative business‑development strategies and collaborate with BMO partners to maximize branch revenues and customer satisfaction while minimizing operating losses.