BMO - Shawnee, KS
posted about 2 months ago
The position at BMO involves guiding, directing, and coaching employees to deliver exceptional service to customers and prospects. The role requires a deep understanding of customer needs to provide tailored sales and service that align with their financial objectives. This includes advising customers on suitable products and strategies, making referrals to other business groups, and supporting sales and customer service activities to meet strategic goals while ensuring compliance with legal and regulatory requirements. As an originator of consumer loans, the position necessitates adherence to regulations such as Regulation Z, Regulation G, and the S.A.F.E. Act, which includes obtaining federal registration with the Nationwide Mortgage Licensing System and Registry. A criminal background review and credit history evaluation will also be required, along with restrictions on performing in a real estate agent capacity. The role fosters a culture aligned with BMO's purpose, values, and strategy, emphasizing diversity and inclusion. It involves setting inspirational goals, defining clear expected outcomes, and ensuring accountability. The position requires building interdependent teams that collaborate across functional and operational groups to create value for all stakeholders. Attracting, retaining, and enabling the career development of top talent is crucial, as is improving team performance through recognition, coaching, and managing performance issues. Additionally, the position entails developing and executing a branch business plan aimed at maximizing business growth and achieving customer retention and acquisition objectives. This includes conducting sales calls, establishing a personal referral network, and engaging in business development activities. The role also involves probing customer needs, integrating marketing promotions into conversations, conducting cold calls to prospective customers, and maintaining a high-touch relationship with key branch customers. The position supports community involvement and builds a strong referral source for new business while resolving customer-related issues and fulfilling sales and service activities according to approved procedures. Overall, the role is pivotal in driving the branch's success and aligning with BMO's broader business objectives.