Bilingual (French) New Business Team Lead - Bmo - Toronto, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

60 Yonge Street Toronto Ontario,M5E 1H5

Team Leadership

Enforce framework of policies and procedures set by the Manager, New Business for team members.
Establish a twoway working relationship with team members to solicit their views on the working environment, potential changes affecting their work and continuous improvement opportunities and report back to management with concerns.
Provide input to the monthly team/department metrics and monitor progress to ensure that service standards are met as defined by the business objectives and resolve any issues.
Report metrics to management and staff for team results.
Act as first point of escalation for any issues raised by the region including Advisors, MGA's, Business Development Sales team, or internal staff members.
Provide input to Manager for annual reviews for team members.

Workflow Coordination:

Mentor a team of indirect reports who can deliver the performance required for the team and provide feedback to Manager, New Business
Engage department Trainer for training team where required.
Provide input to the creation and implementation of training and development plans.
Ensure the effective implementation of initiatives and programs through the establishment of appropriate context and setting of direction for indirect reports by providing relevant information and establishing goals.
Review progress to plans, and develop, communicate, delegate, and actively participate in the implementation of actions necessary to correct internal and external issues. Escalate significant issues to the Manager, New Business.
Prepare and report daily and monthly metrics to management and staff.
Using work management tools, balance workflow daily to ensure utilization of resources and adherence to published service standards.
Assist in execution of daytoday work functions in the team as required.

Operations Management:

Maintain the effective and efficient daily operation and administration of the team, ensuring MGA and advisors needs are met or exceeded; complaints are resolved or escalated appropriately in a timely manner; employee and customer information is maintained to be accurate and up todate; premises and equipment are adequate and properly maintained.
Manage within compliance requirements of regulators and internal policies to ensure adherence with strict industry rules and regulations.
Assist in the implementation of new products and marketing campaigns, ensuring that the team has the required knowledge to support department processes.
Recommend process improvements to the Manager, New Business to ensure that operations remain at peak level and escalate any ongoing concerns that impact the New Business department.
Monitor and order supplies to ensure the team has the materials they need to service clients.
Provide production statistics to the Manager and Director, New Business on a weekly basis and mitigate any issues identified by the statistics.

Customer Service:

Act as a 'working manager' as required to meet service standards and deliver the desired client experience.
Act as a liaison with other team leads to offer assistance, where required, to ensure consistent, timely service, accommodate growth, and secure our reputation as a leading service provider.
Address customer services issues when presented according to established parameters, escalating as required to the Manager, New Business for resolution.
Ensure that policies and procedures are followed by all team members to support meeting service level standards.
Exhibit a strong sense of advisor partnership and services and carry out functions with an extremely high sense of urgency.
Effectively communicate and follow up with field representatives to obtain any outstanding requirements.
Identify and recommend opportunities to improve operational efficiencies while still meeting service level standards.
Support the implementation of new products, procedures and processes in New Business building the required presentations.

Risk Management:

Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, antimoney laundering, privacy, and disclosure of outside business activities.

Additional: