ADVISOR, SALES FORCE EFFECTIVENESS

May 27, 2022

Job Description

Seeing beyond numbersºAt Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.This role sits within Laurentian Bank, a subsidiary of Laurentian Bank Financial Group.

Responsibilities

General profile The incumbent will report to the Manager, Sales Force Effectiveness (Personal Banking). He or she will be responsible for developing and automating the production of various reports and dashboards, related mainly to sales results and activities and the sales pipeline. The incumbent will conduct numerous analyses, ensure data quality, clarify discrepancies in results, and make recommendations to improve sales productivity and customer care in the various Personal Banking distribution channels. He or she will participate in various business line projects as a key contributor to make sales force effectiveness recommendations.Role and responsibilitiesºProactively analyze results, operations, and key metrics, make forecasts, and prepare performance reports.ºDevelop and work on analytical applications to facilitate the collection and management of sales force data.ºMonitor the integrity of data used for various performance analyses and dashboards and make corrections.ºMake recommendations to optimize the sales process so as to maximize results.ºSupport the managers and the sales force of the different channels in analyzing their sales results and in activities related to the various performance programs.ºParticipate in the adoption, development, and optimization of the CRM and its databases.ºParticipate in various committees and work tables, providing analyses and recommendations to support strategic decision making.ºHelp coordinate the sales force recognition and incentive compensation program.ºWork with constant process improvement and automation in mind, using sustainable information systems solutions.ºKeep updated on current legislation and the Bank's policies, programs and procedures, and track market trends. ºPerform all tasks of a similar or general nature requested by his or her superior or required for the job.

Qualifications

QualificationsºUniversity degree, ideally a master's degree, in a field related to administrationºAt least two to four years of relevant experience in analysis (financial sector, an asset)ºIn-depth knowledge of MS Office and database management tools ºComputer programming/financial modelling skills, major assets ºAnalytical and conceptual skills for finding solutions to access and data management issues ºBilingual (spoken and written)Specific competenciesºAbility to analyze and summarizeºOrganized and thoroughºResults- and client-orientedºTeam player

Additional Information

Equity, Diversity & InclusionWe are proud to be an equal opportunity employer and are committed to fostering an inclusive and accessible work environment that reflects the diversity of our customers and our communities. We welcome and encourage applications from individuals from all groups, including Indigenous people, women, visible minorities, and persons with disabilities, regardless of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, disability or any other legally-protected ground. AccessibilityAccommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.PIPEDAWe may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

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