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The position involves guiding, directing, and coaching employees to deliver exceptional service to BMO customers and prospects. The role requires understanding the needs of customers to provide sales and service that align with their financial objectives. Responsibilities include advising customers on products, 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. The position fosters a culture aligned with BMO's purpose and values, ensuring diversity and inclusion, and focuses on building interdependent teams that collaborate across functional groups. It also involves developing and executing market plans, creating innovative business development strategies, and maintaining high-touch relationships with key market customers.