- Develops and maintains strategic relationships with centres of influence and third parties (e.g. Realtors, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to.
- Applies market and industry expertise to deliver a winning customer experience that will grow market share.
- Identifies share of wallet opportunities and refers business opportunities to key partners.
- Develops home financing sales strategies that achieve profitability objectives.
- Generates new referral relationships and develops new opportunities to grow business results.
- Models effective sales practices and behaviors to build and improve sales capability and enhance sales performance.
- Supports the regional sales programs / products delivery to maximize client opportunities and increase referral volume and deal flow.
- Ensures the delivery of the desired customer experience meets established guidelines.
- Acts as a trusted advisor to assigned referral sources/ groups.
- Influences and negotiates to achieve business objectives.
- Recommends and implements solutions based on analysis of issues and implications for the business.
- Assists in the development of strategic plans.
- Identifies emerging issues and trends to inform decision-making.
- Trains and coaches internal and external partners on program / product operational guidelines and regulatory requirements.
- Helps determine business priorities and best sequence for execution of business / group strategy.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Breaks down program performance metrics, and analyses data and information to provide insights and recommendations.
- Provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
- Designs and produces regular and ad-hoc reports, and dashboards.
- Leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
- Provides input into the planning and implementation of operational programs.
- Identifies where performance improvement is required and works to improve or offboard partnerships.
- Collects documentation for the onboarding and approval of new partnerships.
- Negotiates pricing, underwriting and productive presentation of applications with brokers, builders and program partners.
- Identifies and escalates any broker / partner behaviour that poses fraud, AML, reputation or other risks.
- Executes work to deliver timely, accurate, and efficient service.
- Builds effective relationships with internal / external stakeholders to deliver the desired customer experience.
- Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
- Monitors and tracks referrals performance, and addresses any issues.
- Ensures alignment between stakeholders.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Conducts independent analysis and assessment to resolve strategic issues.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical support.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.
- Take measured risks while protecting the