Business Consultant - Niche

Position title: Manager Customer Segments
Start date: ASAP
Length of contract/end date: 1 year minimum - annual renewal
Office location required even if working remotely: Hybrid - at least 2 days/week in the office at Manulife Centre up until January and then a move to the BMO Place close to the Eaton Centre
Cost Center: G7507
Hiring/reporting manager: Jane Hall
Timesheet approver: G7507
*****Max hourly Bill Rate to BMO 65******

As Manager Customer Segments you will play an important role in key projects and in the day-to-day operations of the Bank at Work BAW and Best of BMO BOB group banking programs. You will provide support to the Program Director Customer Segments on a wide array of tasks to ensure excellence in program design development and delivery and accelerated customer growth for Personal Banking. In this role you will have the opportunity to apply your knowledge and skills in relationship management banking/benefits program design development and operation project management and data and process analysis.

Familiarity with customer segmentation and strategy.

1. Build and maintain trusting relationships with public and private organizations and internal business partners to deliver against key group banking strategic priorities.
2. Evaluate and report on competitor group banking programs on an on-going basis to understand positioning pricing strengths and weaknesses.
3. Encourage and support innovation and the development of best in class group banking programs.
4. Deliver greater productivity by identifying and ensuring that key group banking business processes policies and supporting infrastructure are aligned to meet the needs and enhance the experience of our customers and satisfy all regulatory requirements.
5. Identify and support initiatives to grow the group banking customer base in BMO and partner channels including offsite sales and optimizing the activation of sponsorship properties
6. Support the Program Director Customer Segments in the engagement of the Sales and Distribution team and in the development of training and engagement strategies in partnership with the Sales Force Effectiveness team to drive branch acquisition metrics.
7. Partner with Marketing and Digital Sales teams on bmo.com content and to drive digital acquisition metrics in paid unpaid and secured site channels.
8. Monitor customer acquisition and share of wallet KPIs and trends and socialize results/information with business partners.

Key Performance Indicators

Partner relations

Growth of the customer base

Product - mix

Channel mix - CPA

Program profitability

Cross Functional Relationships

Partners with public and private organizations Everyday Banking North American Retail Payments Personal Lending PC Segment Marketing Sales and Distribution Digital Sales Analytics Legal Compliance Corporate Sponsorships Diversity and Inclusion

Knowledge Skills

Broad organizational awareness

Exceptional oral and written communication skills

Previous experience in a customer/partner facing role preferred

Independent thinker with the ability to work with minimal supervision and handle multiple priorities

Well-developed analytical and problem solving skills with an ability to interpret data to improve processes drive action plans and results

Understanding of personal banking products and their financial performance

Program design development and delivery capabilities

Project and risk management capabilities

Strong MSExcel and PowerPoint presentation skills

Must Have's
- expert relationship management
- product management/ strategy expertise
- sales and results oriented approach
- Good understanding of digital first marketing approach

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.