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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - Banking
Litigation - Whistleblower - CFTC
TPS Implementation Team Leader - Legal Documentation Team Duties: Leading and overseeing a team of implementation professionals located within Canada and/or the US who provide dedicated, value-added and professional implementation support to Treasury & Payment Solutions clients, in the Capital Markets, Corporate Finance Division, Commercial/Business Banking, Small Business and Cross Border segments. Represent Implementation in providing input to product rollouts, conversion projects and to participate on sales calls and pitches to ensure products developed and sold can be implemented. Contributes to the Bank’s strategy for growing market share and maximizing profitability of client relationships. Prompt, accurate and successful implementation of products and services, client problem resolution and by ensuring that risk controls are consistently utilized. Providing critical insight and recommendations into product performance and market acceptance through client feedback and service analysis. Manages Implementation teams with responsibility for basic to complex or higher risk (e.g. legal, technical) clients, products or processes. Support the group’s goals of delivering a great client experience and meeting financial objectives through timely and accurate implementation of assigned bank products and services. Ensure customer needs are met or exceeded by providing high quality services and resolving issues in a timely manner. Meet with TPS Sales Team Leads to discuss sales pipeline, performance metrics, and status of high priority implementations. Collaborate with TPS Sales and appropriate Implementation team members as a subject matter expert to analyze special client needs and identify customized product/service/documentation options (Senior Team Lead only). Identify gaps, issues and best practices by monitoring performance results against targets. Act as a point of escalation for queries relating to the unit’s functions. Represent unit/group on new product/process rollout/conversion discussions and disseminate information to the staff. Participate on client calls/interactions representing unit. Provide ongoing supervision, coaching, training and development to team members. Forecast and establish the work schedules/priorities of the team, processes for the work group, develop, monitor and track team and individual performance, recommending improvements to processes and providing direction on the day-to-day activities of their respective staff members. Analyze business as usual metrics / scorecards to identify pain-points, opportunities, and recalibrate performance expectations of the team. Analyze volumes and SLA performance to ensure segmentation is functioning optimally. Monitor feedback collected from client follow-up and surveys. Review all feedback collected, use to identify gaps in the process and opportunities to provide coaching to Implementation staff. Provide recommendations for promotions, employment and deployment of staff, and employ the appropriate corrective measures. Increase the effectiveness and performance of team members by identifying and closing knowledge and skill gaps. Engage in and/or oversee agreement negotiations with clients ensuring that the bank’s interests are protected. Involve BMO Harris Legal or external counsel, when necessary. (Documentation only – Senior Team Lead). Identify any process gaps that may expose the bank or clients to risk and take appropriate actions to properly report or mitigate them. Follow security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation. Maintain the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures. Understand risks and take appropriate actions as they relate to TPS products, including all documentation, and any other requirements to maintain operational integrity. Create a team culture which is dynamic, innovative, fast and entrepreneurial in spirit. Provide a consistent, seamless and aligned national client onboarding experience which will deliver competitive advantage in the marketplace and transition the team to a “value added†group that provides timely, accurate and professional service to clients. Improve operational methods and workflows by identifying, recommending and implementing process improvement initiatives. Utilize effective change management strategies to achieve smooth adoption and implementation of process and strategic changes.
Qualification and Experience
Qualifications: Undergraduate Degree; law degree and/or law license and legal experience preferred; Expert knowledge of Treasury & Payment Solutions products and services and/or onboarding processes and requirements. Working to expert knowledge of PC and office automation applications as applicable to perform the job effectively and efficiently. Multi-tasking, ability to handle/cope with on the job demands. Ability to interpret and negotiate legal terms professionally and effectively (Documentation only). Ability to collaborate with internal/external business partners to analyze special client needs and oversee implementation of customized product service solutions. Ability to delegate strategically and effectively. Task management and time management skills as applied to own work (eg. ability to plan work, organize, set priorities, monitor work performance, initiate corrective action, and make effective use of time of subordinates). Strong customer service skills and relationship building abilities required to effectively handle client escalations and represent the bank on client calls. Strong people management skills (eg. ability to provide work direction and expectations, performance feedback and recognition, personal & career development etc., as it applies to subordinates). Strong communication skills required to provide timely and consistent messages. Coaching and mentoring skills as applied to subordinates. Teamwork and conflict resolution skills (eg. ability to participate effectively in work teams, utilize diverse skills of team members, reach consensus on team decisions, recognize contributions of team members, and resolve issues between people and groups, etc.). Leadership skills in establishing a working climate which stresses the creation and maintenance of a competent, committed and cost effective staff (eg. act as a role model in terms of work habits, customer service and proactive training/learning). Change management skills (eg. proactive vs. reactive approach, anticipation of changes, planning of change to minimize adverse consequences, advance communications to subordinates, etc.). Closing Date March 03, 2015
Ref. 1400027252
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