Eric Phillips

Inspirer
DISC Type : di

Chief Information Officer, US Personal and Business Banking and North American Operations Technology at BMO

Cincinnati, Ohio, United States

Overview

Eric is a Technology and Operations Executive at BMO Financial Group, specializing in leading large-scale transformation, digitization, and optimization in the financial services sector. His expertise includes strategic planning, risk management, and global payments, honed through senior technology roles at BMO and formerly at Citi. He holds an MBA from Xavier University.

Outside of his executive role, Eric is a proud family man who frequently celebrates his daughters academic and athletic achievements. He values empathetic leadership, sharing content that highlights the power of kindness and compassion in the workplace. His roots are connected to Cincinnati through his education and family.

His teams winning solution in the "BMO Destination Digital: B2C" innovation challenge, which he sponsored and judged, is a testament to his commitment to fostering bold ideas.

Personality Overview

Charming & Persuasive

Confident & Optimistic

Decisive

They respond well to objective pitches but also attach some value to relationships.  They usually prefer to drive the conversation. They don’t mind taking a stand if they believe in something.

Topics They Care About

Digital Transformation
His career is defined by leading digitization, optimization, and transformation efforts for large financial institutions like BMO and Citi.
Innovation in Banking
He actively fosters new ideas by sponsoring and judging internal events like BMO's Destination Digital challenge, celebrating his team's winning solution.
Family Achievements
He consistently and publicly expresses pride in his daughters' personal accomplishments, from academic nominations to representing their university at conferences.

Media Appearances

Eric has no verified media appearances

Work History

9-2024
Chief Information Officer, US Personal and Business Banking and North American Operations Technology at BMO
2-2024 - 9-2024
COO, Head - B2C Platforms Strategy and Operations, T&O at BMO
11-2023 - 2-2024
CIO, B2C Operations Technology, Business Banking, and Strategic Initiatives at BMO
4-2019 - 7-2019
Director, Global Head of Loss Prevention Technology (Credit, Collections, Fraud) at Citi
1-2018 - 4-2019
Director, Global Head of Credit and Collections Technology at Citi

Education

2004 - 2009
MBA from Xavier University
1993 - 1998
BA from University of Cincinnati

More Information

Social Presence :

Prographics :

Exp : 22 Location : Cincinnati, Ohio, United States Job Level : Leadership Designation : Chief Information Officer, US Personal and Business Banking and North American Operations Technology at BMO
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Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Clearly address the competitive aspects
  • Look like someone who is on top of their game

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Eric

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Eric take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Eric

Personality Compatibility


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