About the job
About the Role
As the Vice President & Head of Frontline Sales Experience & Alternate Channels, you will report directly to the EVP & Head of Retail Customer Acquisition. In this pivotal position, you will spearhead the transformation of customer and employee onboarding across all retail banking channels. This strategic role focuses on optimizing the digital journey, enhancing alternate acquisition channels, and building partner ecosystems to create scalable and seamless customer experiences.
What You’ll Be Doing
Frontline Sales Experience & Customer Onboarding
- Oversee the complete onboarding journey across branches, elite banking, direct sales, digital platforms, field operations, and Employee Banking.
- Identify and address customer pain points throughout both physical and digital interaction points.
- Guarantee consistent and seamless experiences across various products and segments.
Employee Onboarding & Enablement
- Craft and implement robust onboarding frameworks tailored for front-line sales teams.
- Partner with HR, Learning & Development, and business leaders to ensure training aligns with product, policy, and process updates.
- Evaluate the effectiveness of onboarding processes and promote continuous enhancements.
Alternate Channels Oversight
- Drive strategy and execution for:
- Kiosk-led acquisition in retail environments
- Local Area Marketing (LAM) initiatives
- Digital acquisition partnerships (such as fintechs, aggregators, and payroll partners)
- Develop customized onboarding journeys specific to each channel and partner type.
- Monitor channel performance to maintain brand alignment.
Digital Journey Optimization
- Refine digital onboarding experiences across mobile and assisted channels.
- Synchronize physical onboarding across branches, kiosks, and field sales.
- Utilize analytics and customer feedback to enhance the onboarding journey.
Cross-Functional & Governance Leadership
- Collaborate with product, compliance, risk management, operations, and technology teams to bridge onboarding gaps.
- Lead governance discussions across retail sales units and partner networks.
- Promote the simplification and standardization of onboarding policies and procedures.

