The role oversees the Commercial Division's reporting, Salesforce integration, incentive plans, leading Network Sales, Data Analytics and administration to drive growth, collaboration, and client nurture. Responsibilities include providing strategic direction in data management, overseeing reporting and analytics for actionable insights, and fostering business development through partnership with internal and external stakeholders. This position also entails managing incentive plans, Salesforce integration, and marketing programs to support business objectives and exceptional client delivery. Works closely with business partners within the division and external business partners including Regional Managers, Commercial, Training, Marketing, Finance, Business Banking and Retail. Develops programs to support our growth culture and foster stronger business development, an entrepreneurial spirit and exceptional client delivery.
MAJOR RESPONSIBILITIES **:
Strategic Development and Implementation:**
Develop and execute strategies to achieve growth, profitability, and client experience objectives.
Recommend and implement business plans, campaigns, and initiatives aligned with divisional strategic objectives.
Supervise sales and service reporting, measurement, and metrics.
Lead Salesforce integration and provide training on CRM capabilities.
Oversee the Commercial Division program reporting, measurement, and metrics.
Develop, oversee, and report on incentive plans.
Lead growth initiatives and ensure achievement of project deliverables.
Develop and oversee incentive plans and budget forecasting.
Oversee financial reporting, compliance, and operational performance reporting.
Support current product pricing and development through data analysis.
Create tools to enhance client engagement and drive improved office interactions.
Collaborate with business partners to develop and market new products/solutions.
Attend Deposit Strategy meetings with division leaders and communicate updates.
Analyze and report office sales and service activities to senior management.
Provide support and advice to managers on sales and training issues.
Make recommendations to the Head of Commercial Banking on strategic matters through analysis and research.
Develop methodologies for analyzing strategic areas of the business.
Prepare recommendations on plan design and budget components.
Collaborate with business partners to develop, implement, and market new and existing products/solutions; make product and marketing strategy modifications.
Communicate marketing initiatives to the Division.
Sales and Service Oversight:
Supervise sales and service reporting, measurement, and metrics.
Lead Salesforce integration and provide training on CRM capabilities.
Oversee the Commercial Division program reporting, measurement, and metrics.
Develop, oversee, and report on incentive plans.
Project Management and Financial Oversight:
Lead growth initiatives and ensure achievement of project deliverables.
Develop and oversee incentive plans and budget forecasting.
Oversee financial reporting, compliance, and operational performance reporting.
Support current product pricing and development through data analysis.
Client Engagement and Relationship Building:
Create tools to enhance client engagement and drive improved office interactions.
Collaborate with business partners to develop and market new products/solutions
Communication, Reporting, and Analysis:
Attend Deposit Strategy meetings with division leaders and communicate updates.
Analyze and report office sales and service activities to senior management.
Provide support and advice to managers on sales and training issues.
Make recommendations to the Head of Commercial Banking on strategic matters through analysis and research.
Develop methodologies for analyzing strategic areas of the business.
Prepare recommendations on plan design and budget components.
Collaborate with business partners to develop, implement, and market new and existing products/solutions; make product and marketing strategy modifications.
Communicate marketing initiatives to the Division.
Foster communication within the division, share results, and celebrate successes.