Neil Davis Email & Phone Number

66 Wellington St W, 25Th Flr, Toronto Ontario M5K 1A1

Toronto, Canada Area

Accountable for the effective implementation and continuous improvement of the Workplace Experience (WE) Program change strategy, processes, and activities. The WE Program introduced significant changes to the workspace (physical change), technology, and day-to-day behaviours of employees across BMO, with the objective of helping the workforce work better, together, faster. MANDATEIn partnership with the People Pillar enabler, provided oversight to the people-related work streams (i.e.,… Show more Accountable for the effective implementation and continuous improvement of the Workplace Experience (WE) Program change strategy, processes, and activities. The WE Program introduced significant changes to the workspace (physical change), technology, and day-to-day behaviours of employees across BMO, with the objective of helping the workforce work better, together, faster. MANDATEIn partnership with the People Pillar enabler, provided oversight to the people-related work streams (i.e., Communications, HR, IFL) related to the Program (and Pilot).Drove the Change Management deliverables and activities to completion and implementation in the business.Created excitement for the new way of working through storytelling, sharing qualitative and quantitative feedback and helping resisters understand the benefits of the business case.Acted as the escalation point for people-related risks and issues. Show less

Toronto, Canada Area

Accountable leader for the implementation and sustainment of an integrated Organizational Change Management framework for all change initiatives in BMO's Retail, Business Banking, Treasury & Payment Solutions Product Operations group.Led portfolio of Robotics Process Automation initiatives for BMO’s Global Product Operations group, with accountability for partnering with enterprise Centre of Excellence to establish and monitor adherence to Governance, Methodology and Reporting… Show more Accountable leader for the implementation and sustainment of an integrated Organizational Change Management framework for all change initiatives in BMO's Retail, Business Banking, Treasury & Payment Solutions Product Operations group.Led portfolio of Robotics Process Automation initiatives for BMO’s Global Product Operations group, with accountability for partnering with enterprise Centre of Excellence to establish and monitor adherence to Governance, Methodology and Reporting Standards.Ensured a consistent approach across a team for executing and embedding change that's rooted in a thorough understanding and comprehensive assessment of impacts, enabling the prioritization and requisite design and execution of holistic strategies that ensure success. Recognized across the firm as a leading Change Management practitioner as evidenced by the role of Global Product Operations champion involved in the design, development, and implementation of BMO's Organizational Change Management Framework - the foundation for BMO's standardized set of processes and tools for assessing, planning, executing and sustaining change. Applied strong trusted advisor brand to support colleagues and leaders who are accountable for planning and leading significant organizational changes. Show less

Toronto, Canada Area

Supported the direct output of the VP & Senior Operational Risk Officer (SORO) by managing the Operational Risk Management accreditation program for Basel II Advanced Measurement Approach (AMA). This highly complex, enterprise-wide initiative introduced a transformational change in the way BMO views and manages Operational Risk - a significant cultural, process and technology change. As a result, BMO achieved AMA accreditation by OSFI based on the effective application of both Change and… Show more Supported the direct output of the VP & Senior Operational Risk Officer (SORO) by managing the Operational Risk Management accreditation program for Basel II Advanced Measurement Approach (AMA). This highly complex, enterprise-wide initiative introduced a transformational change in the way BMO views and manages Operational Risk - a significant cultural, process and technology change. As a result, BMO achieved AMA accreditation by OSFI based on the effective application of both Change and Project Management disciplines and competencies.Managed the implementation of BMO's Operational Risk Management Framework (ORMF) under the M&I Integration Program, resulting in regulator (Fed and CoC) approval of acquisition conditions related to Operational Risk.Project managed key technology initiatives to enhance BMO's Operational Risk reporting framework, laying the foundation for the successful transition to a dedicated enterprise-wide risk reporting program.Supported the planning and led the monitoring of BMO's annual Operational Risk strategic plan by effectively applying strong competencies in change and project management with a diverse range of senior leaders to ensure timely delivery of quality outputs that delivered on the business plan.Coached colleagues in the development of an Operational Risk accreditation program for Operational Risk practitioners, resulting in the successful launch and completion of the program across the group. Show less

Toronto, Canada Area

Program-managed and led the change management and communication work associated with the on time and budget build out of BMO's new 1400+ seat Customer Contact Centre (CCC) facility in the north Meadowvale Business Park in Mississauga Ontario, with the subsequent successful relocation of >95% of BMO's Customer Contact Centre (CCC) staff.Laid the foundation through effective change and project management planning competencies for the integration of BMO's Investment Centre department into… Show more Program-managed and led the change management and communication work associated with the on time and budget build out of BMO's new 1400+ seat Customer Contact Centre (CCC) facility in the north Meadowvale Business Park in Mississauga Ontario, with the subsequent successful relocation of >95% of BMO's Customer Contact Centre (CCC) staff.Laid the foundation through effective change and project management planning competencies for the integration of BMO's Investment Centre department into the CCC. Show less

Toronto, Canada Area

Applied proven leadership and change management skills to manage teams of learning and performance management professionals in Toronto and Montreal, with the mandate for contributing to the Direct Banking Division’s achievement of Revenue, Loyalty and Collaboration targets.Guided Divisional Learning Managers, and their respective teams of Facilitators, in the implementation and delivery of consistent, standardized Sales and Service and Performance Management training programmes for Direct… Show more Applied proven leadership and change management skills to manage teams of learning and performance management professionals in Toronto and Montreal, with the mandate for contributing to the Direct Banking Division’s achievement of Revenue, Loyalty and Collaboration targets.Guided Divisional Learning Managers, and their respective teams of Facilitators, in the implementation and delivery of consistent, standardized Sales and Service and Performance Management training programmes for Direct Banking employees.Directed Performance Enhancement Managers in the effective coaching and support of Direct Banking leaders in relation to BMO’s performance management model, focusing on the quality of coaching activities and the effectiveness of performance management conversations.Trusted advisor to the Direct Banking Senior Leadership Team, accountable for developing and implementing recommendations that embed foundational learning and sustained the commitment to a strong and effective performance management culture. Show less

Attained objectives by successfully delivering on large-scale initiatives with complex governance structures, and medium to high levels of risk. Recent projects included BMOFG Customer First, P&C Performance Management and P&C AIR MILES redesign.Achieved success by leveraging strengths in project management (planning, control, implementation), with expertise in change management methodologies, and general management skills and knowledge.Led cross-functional teams of assigned resources… Show more Attained objectives by successfully delivering on large-scale initiatives with complex governance structures, and medium to high levels of risk. Recent projects included BMOFG Customer First, P&C Performance Management and P&C AIR MILES redesign.Achieved success by leveraging strengths in project management (planning, control, implementation), with expertise in change management methodologies, and general management skills and knowledge.Led cross-functional teams of assigned resources by applying effective coaching skills.Assisted senior P&C leadership with the development of project business cases and the identification of key customer, change, and financial performance indicators.Identified and developed risk mitigating strategies specific to the changes being introduced across, people, process and technology/infrastructure.Applied effective influence and negotiation skills in partnering with internal partners and external vendors/contractors as required, to facilitate the achievement of project objectives. Show less

Expanded the scope of an outbound and inbound customer retention program for BMO's multi-billion dollar residential mortgage portfolio from a program in select divisions to national scope, by effectively understanding potential points of resistance, and working with the project team to identify mitigating strategies to build understanding, commitment, and capabilities to support the change.Led, supported, and coached 25 Direct Banking Managers and 2 Assistant Team Leaders, utilizing BMO… Show more Expanded the scope of an outbound and inbound customer retention program for BMO's multi-billion dollar residential mortgage portfolio from a program in select divisions to national scope, by effectively understanding potential points of resistance, and working with the project team to identify mitigating strategies to build understanding, commitment, and capabilities to support the change.Led, supported, and coached 25 Direct Banking Managers and 2 Assistant Team Leaders, utilizing BMO Bank of Montreal's PassPort coaching model.Conducted training for new hires along with the delivery of skill-builders focusing on both product knowledge and behavioural sales and service skills.Managed stakeholder relationships with District leadership teams to ensure satisfaction with program operations and results. Resolved concerns/issues from District leadership teams as primary escalation contact. Show less

Canada

Managed administrative operations (scheduling, performance reports, etc.) for a national proactive outbound calling and reactive inbound customer retention program.Assisted program Team Leader in providing subject matter expertise and coaching (informal) to 15 Direct Banking Managers.

Managed a portfolio of approximately 800 Households, with the objective of retaining and growing Share of Wallet, using relationship management and financial planning skill sets to identify customer investment and lending needs, propose solutions, and win business.Exercised Automated Loan Decision qualifications for adjudication of personal lending applicationsFulfilled inbound customer sales and service requests for all BMO Term and Mutual Fund products, including the identification of… Show more Managed a portfolio of approximately 800 Households, with the objective of retaining and growing Share of Wallet, using relationship management and financial planning skill sets to identify customer investment and lending needs, propose solutions, and win business.Exercised Automated Loan Decision qualifications for adjudication of personal lending applicationsFulfilled inbound customer sales and service requests for all BMO Term and Mutual Fund products, including the identification of business development and cross-selling opportunities. Show less

Provided inbound call-centre support and issue investigation/resolution for both customers and bank employees for all registered investment products.

Toronto, Canada Area

Supervised and coached teams of 5 - 10 Customer Service Representatives (CRSs) and Customer Service Officers (CSOs) in various branches across the GTA.Sold and serviced a full range of investment and everyday banking products.

Mba, Financial Services

Ficb, Banking

Fellow of the Institue of Canadian Bankers Recipient of the Gold Medal for Honours in academic excellence

Accounting / Finance Program