Description

1. Salesforce Management
   • Execute and monitor the department’s sales strategy to ensure effective sales tactics and assigned targets are met/exceeded monthly, quarterly and annually
   • Organize and coordinate the unit’s coverage
   • Conduct regular performance audits, provide coaching, mentoring and training to Sales team
   • Track and document the performance levels of employees monthly, quarterly and annually
   • Implement performance improvement initiatives including corrective disciplinary action
   • Develop and execute training plans for new hires
   • Support Officers with complex applications, reviewing, assisting and negotiating with Risk Department where necessary
   • Assist with the preparation of Incentive payments
   • Monitor the cashier’s performance, ensuring accuracy and efficiency
   • Ensure team members remain abreast of and adhere to all legal and regulatory compliance guidelines, MFGFC core values, policies, procedures and requirements
2. Customer Experience
   • Develop a clear understanding of MFGFC’s products and services, analyzing market and industry trends, providing competitor analysis and advising on any opportunities for new revenue streams
   • Execute lending activities and cross-selling initiatives for client acquisition and retention
   • Promote all MFGFC products and services through campaigns, promotions and cross-selling initiatives
   • Manage customer complaints and ensure prompt and satisfactory resolution
   • Responsible for the Staff Loan Application process from generation and onboarding to final check
3. Performance Monitoring and Reporting
   • Monitor the deficiency reports from Compliance, ensuring the Officers have minimal errors and recommend retraining where necessary
   • Cancelled and declined reporting, pipeline reports, attendance and punctuality reports and lead management and conversion reports
   • Set sales targets/expectations, manage the pipeline, analyze performance data and report on sales activities

• Bachelor's Degree in Business Management, Finance or related discipline
• A minimum of five (5) to seven (7) years of progressive experience in retail/commercial lending
• MBA or MSc. Finance or related field would be considered an asset

• Proven knowledge and experience in the understanding, application and execution of:
  • Financial products, risk management, and regulatory compliance (AML/ATF)
  • Market trends, competitor analysis, and CRM tools
  • Sales, negotiation, and customer service excellence
  • MS Office Suite
• Ability to work effectively, build and maintain relationships with multi-faceted teams and multiple stakeholders
• High level of confidentiality and integrity with the ability to establish credibility
• Ability to use initiative, work independently, adapt and exercise sound judgement in decision making
• Expert organization, delegation, communication, planning, analytical and detail-oriented skills