Bank Manager

About the role

Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups.

Responsibilities

• Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank’s policies and processes.
• U.S. Only: Acts as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
• Maintains a high-touch relationship with key branch customers and prospects within the market.
• Sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Communicates goals, plans, and assignments to achieve financial and customer service goals.
• Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.

Requirements

Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

Previous supervisory or management experience.

In-depth knowledge of retail banking products and services.

In-depth knowledge of competitive marketplace and trends in product offerings.

In-depth knowledge of all branch operational processes and policies.

In-depth knowledge of branch technologies, processes, and performance metrics.

In-depth knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.

Qualifications

• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Benefits

BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

To view more details of our benefits, please visit: https://jobs.bmo.com/us/en/Total-Rewards

Pay

$66,600.00 - $124,200.00

Pay Type: Salaried

Schedule

Full-time

Skills

Knowledge of retail banking products and services.

Knowledge of competitive marketplace and trends in product offerings.

Knowledge of all branch operational processes and policies.

Knowledge of branch technologies, processes, and performance metrics.

Knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.

Ability to guide, direct, and coach employees to deliver exceptional service.

Ability to understand customer needs and provide financial advice.

Ability to identify and make referrals to other business groups.

Ability to support sales and customer service activities to meet strategic goals.

Ability to act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).

Ability to maintain a high-touch relationship with key branch customers and prospects.

Ability to set inspirational goals, define clear expected outcomes, and ensure clear accountability for follow through.

Ability to communicate goals, plans, and assignments to achieve financial and customer service goals.

Ability to break down strategic problems, analyze data and information to provide insights and recommendations.

Ability to influence and negotiate to achieve business objectives.

Ability to identify and report suspicious patterns of activity that are suspected to be related to money laundering.

Ability to comply with all legal and regulatory requirements for the jurisdiction.

Ability to work independently and handle non-routine situations.

Ability to exercise judgment to identify, diagnose, and solve problems within given rules.

Ability to work with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities.

Ability to manage transactional outcomes for customer calls or defer to appropriate internal business groups.

Ability to resolve complex or unresolved customer situations or escalate to the next higher manager for resolution.

Ability to build effective relationships with internal/external stakeholders.

Ability to maintain the confidentiality of customer and Bank information.

Ability to identify and integrate marketing promotions and programs into customer conversations.

Ability to develop and execute a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.

Ability to conduct independent analysis and assessment to resolve strategic issues.

Ability to probe to understand customer personal banking and credit card needs.

Ability to develop and maintain a network in the community to enhance the Bank’s visibility and build a strong referral source for new potential business.

Ability to resolve customer related issues using knowledge of bank services, products, and processes.

Ability to fulfill sales and service activities for the customer in accordance with approved procedures.

Ability to recommend and implement solutions based on analysis of issues and implications for the business.

Ability to assist in the development of strategic plans.

Ability to build the business plan for the branch.

Ability to influence and negotiate to achieve business objectives.

Ability to identify emerging issues and trends to inform decision-making.

Ability to implement, review, and revise work plans.

Ability to determine business priorities and best sequence for execution of business/group strategy.

Ability to coordinate the implementation of national and regional sales and service initiatives.

Ability to monitor sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.

Ability to monitor the service request and problem resolution processes for adherence to national standards.

Ability to provide technical training and support to branch employees to maintain operational and sales effectiveness and recommend improvements.

Ability to plan and control unit operating expenses in accordance with forecasts.

Ability to resolve complex or unresolved customer situations or escalate to the next higher manager for resolution.

Ability to build innovative business development strategies, including collaborating with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating losses.

Ability to integrate marketing promotions and programs into customer conversations.

Ability to maintain the confidentiality of customer and Bank information.

Ability to identify and report suspicious patterns of activity that are suspected to be related to money laundering.

Ability to comply with all legal and regulatory requirements for the jurisdiction.

Ability to work with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers.

Ability to monitor the service request and problem resolution processes for adherence to national standards.

Ability to provide technical training and support to branch employees to maintain operational and sales effectiveness and recommend improvements.

Ability to plan and control unit operating expenses in accordance with forecasts.

Ability to resolve complex or unresolved customer situations or escalate to the next higher manager for resolution.

Ability to build effective relationships with internal/external stakeholders.

Ability to maintain the confidentiality of customer and Bank information.

Ability to identify and report suspicious patterns of activity that are suspected to be related to money laundering.

Ability to comply with all legal and regulatory requirements for the jurisdiction.

Ability to work with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers.

Ability to monitor the service request and problem resolution processes for adherence to national standards.

Ability to provide technical training and support to branch employees to maintain operational and sales effectiveness and recommend improvements.

Ability to plan and control unit operating expenses in accordance with forecasts.

Ability to resolve complex or unresolved customer situations or escalate to the next higher manager for resolution.

Ability to build effective relationships with internal/external stakeholders.

Ability to maintain the confidentiality of customer and Bank information.

Ability to identify and report suspicious patterns of activity that are suspected to be related to money laundering.

Ability to comply with all legal and regulatory requirements for the jurisdiction.

Ability to work with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers.

Ability to monitor the service request and problem resolution processes for adherence to national standards.

Ability to provide technical training and support to branch employees to maintain operational and sales effectiveness and recommend improvements.

Ability to plan and control unit operating expenses in accordance with forecasts.

Ability to resolve complex or unresolved customer situations or escalate to the next higher manager for resolution.

Ability to build effective relationships with internal/external stakeholders.

Ability to maintain the confidentiality of customer and Bank information.

Ability to identify and report suspicious patterns of activity that are suspected to be related to money laundering.

Ability to comply with all legal and regulatory requirements for the jurisdiction.

Ability to work with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers.

Ability to monitor the service request and problem resolution processes for adherence to national standards.

Ability to provide technical training and support to branch employees to maintain operational and sales effectiveness and recommend improvements.

Ability to plan and control unit operating expenses in accordance with forecasts.

Ability to resolve complex or unresolved customer situations or escalate to the next higher manager for resolution.

Ability to build effective relationships with internal/external stakeholders.

Ability to maintain the confidentiality of customer and Bank information.

Ability to identify and report suspicious patterns of activity that are suspected to be related to money laundering.

Ability to comply with all legal and regulatory requirements for the jurisdiction.

Ability to work with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers.

Ability to monitor the service request and problem resolution processes for adherence to national standards.

Ability to provide technical training and support to branch employees to maintain operational and sales effectiveness and recommend improvements.

Ability to plan and control unit operating expenses in accordance with forecasts.

Ability to resolve complex or unresolved customer situations or escalate to the next higher manager for resolution.

Ability to build effective relationships with internal/external stakeholders.

Ability to maintain the confidentiality of customer and Bank information.

Ability to identify and report suspicious patterns of activity that are suspected to be related to money laundering.

Ability to comply with all legal and regulatory requirements for the jurisdiction.

Ability to work with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers.

Ability to monitor the service request and problem resolution processes for adherence to national standards.

Ability to provide technical training and support to branch employees to maintain operational