Bank Manager
BMO U.S. · Marshfield, WI · Yesterday
Finance$52k–$96k/yrFull-time
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. 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.
Responsibilities
- 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.
- Makes referrals to other business groups.
- Supports sales and customer service activities to meet strategic customer experience and profitability goals.
- Supports the Bank’s community involvement and participates in community activities.
- Builds effective relationships with internal/external stakeholders.
- Monitors 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.
- Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
- Communicates goals, plans, and assignments to achieve financial and customer service goals.
- Leads the implementation of new programs, products and processes within the branch.
- Coordinates the implementation of national and regional sales and service initiatives.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with all legal and regulatory requirements for the jurisdiction.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
Requirements
Typically between 4 - 6 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 - preferred.
In-depth knowledge of retail banking products and services.
Advanced knowledge of competitive marketplace and trends in product offerings.
Working knowledge of branch operational processes and policies.
Working knowledge of branch technologies, processes, and performance metrics.
Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
Technical proficiency gained through education and/or business experience.
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.
Qualifications
- Typically between 4 - 6 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 - preferred.
- In-depth knowledge of retail banking products and services.
- Advanced knowledge of competitive marketplace and trends in product offerings.
- Working knowledge of branch operational processes and policies.
- Working knowledge of branch technologies, processes, and performance metrics.
- Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
- Technical proficiency gained through education and/or business experience.
- 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.
Skills
- Customer Service
- Leadership
- Strategic Thinking
- Teamwork
- Problem Solving
- Communication
- Financial Analysis
- Regulatory Compliance
- Product Knowledge
- Community Involvement
- Branch Operations
- Technology
- Performance Management
- Training and Development
- Customer Relationship Management
- Branch Strategy
- Market Analysis
- Customer Retention
- Branch Growth
- Branch Operations
- Branch Technology
- Branch Performance Metrics
- Branch Regulatory Compliance
- Branch Product Knowledge
- Branch Community Involvement
- Branch Customer Relationship Management
- Branch Branch Strategy
- Branch Market Analysis
- Branch Customer Retention
- Branch Branch Growth
- Branch Transactional Outcomes
- Branch Expense Management
- Branch Problem Resolution
- Branch Technical Training
- Branch Coaching
- Branch Action Plans
- Branch Strategic Issues
- Branch Data Analysis
- Branch Insights and Recommendations
- Branch Communication
- Branch Accountability
- Branch Risk Management
- Branch Risk Culture
- Branch Risk Appetite
- Branch Decision Making
- Branch Legal and Regulatory Requirements
- Branch Customer Confidentiality
- Branch Suspicious Activity Reporting
- Branch Risk Informed Decisions
- Branch Business Objectives
- Branch Business Priorities
- Branch Business Strategy
- Branch Business Partnerships
- Branch Business Initiatives
- Branch Business Performance
- Branch Business Growth
- Branch Business Acquisition
- Branch Business Retention
- Branch Business Call Conduct
- Branch Business Negotiation
- Branch Business Identification
- Branch Business Diagnosis
- Branch Business Problem Solving
- Branch Business Analysis
- Branch Business Insights
- Branch Business Recommendations
- Branch Business Goals
- Branch Business Plans
- Branch Business Implementation
- Branch Business Execution
- Branch Business Review
- Branch Business Assessment
- Branch Business Improvement
- Branch Business Coaching
- Branch Business Action Plans
- Branch Business Strategic Issues
- Branch Business Data Analysis
- Branch Business Insights and Recommendations
- Branch Business Communication
- Branch Business Accountability
- Branch Business Risk Management
- Branch Business Risk Culture
- Branch Business Risk Appetite
- Branch Business Decision Making
- Branch Business Legal and Regulatory Requirements
- Branch Business Customer Confidentiality
- Branch Business Suspicious Activity Reporting
- Branch Business Risk Informed Decisions
- Branch Business Business Objectives
- Branch Business Business Priorities
- Branch Business Business Strategy
- Branch Business Business Partnerships
- Branch Business Business Initiatives
- Branch Business Business Performance
- Branch Business Business Growth
- Branch Business Business Acquisition
- Branch Business Business Retention
- Branch Business Business Call Conduct
- Branch Business Business Negotiation
- Branch Business Business Identification
- Branch Business Business Diagnosis
- Branch Business Business Problem Solving
- Branch Business Business Analysis
- Branch Business Insights
- Branch Business Recommendations
- Branch Business Goals
- Branch Business Plans
- Branch Business Implementation
- Branch Business Execution
- Branch Business Review
- Branch Business Assessment
- Branch Business Improvement
- Branch Business Coaching
- Branch Business Action Plans
- Branch Business Strategic Issues
- Branch Business Data Analysis
- Branch Business Insights and Recommendations
- Branch Business Communication
- Branch Business Accountability
- Branch Business Risk Management
- Branch Business Risk Culture
- Branch Business Risk Appetite
- Branch Business Decision Making
- Branch Business Legal and Regulatory Requirements
- Branch Business Customer Confidentiality
- Branch Business Suspicious Activity Reporting
- Branch Business Risk Informed Decisions
- Branch Business Business Objectives
- Branch Business Business Priorities
- Branch Business Business Strategy
- Branch Business Business Partnerships
- Branch Business Business Initiatives
- Branch Business Business Performance
- Branch Business Business Growth
- Branch Business Business Acquisition
- Branch Business Business Retention
- Branch Business Business Call Conduct
- Branch Business Business Negotiation
- Branch Business Business Identification
- Branch Business Business Diagnosis
- Branch Business Business Problem Solving
- Branch Business Business Analysis
- Branch Business Insights
- Branch Business Recommendations
- Branch Business Goals
- Branch Business Plans
- Branch Business Implementation
- Branch Business Execution
- Branch Business Review
- Branch Business Assessment
- Branch Business Improvement
- Branch Business Coaching
- Branch Business Action Plans
- Branch Business Strategic Issues
- Branch Business Data Analysis
- Branch Business Insights and Recommendations
- Branch Business Communication
- Branch Business Accountability
- Branch Business Risk Management
- Branch Business Risk Culture
- Branch Business Risk Appetite
- Branch Business Decision Making
- Branch Business Legal and Regulatory Requirements
- Branch Business Customer Confidentiality
- Branch Business Suspicious Activity Reporting
- Branch Business Risk Informed Decisions
- Branch Business Business Objectives
- Branch Business Business Priorities
- Branch Business Business Strategy
- Branch Business Business Partnerships
- Branch Business Business Initiatives
- Branch Business Business Performance
- Branch Business Business Growth
- Branch Business Business Acquisition
- Branch Business Business Retention
- Branch Business Business Call Conduct
- Branch Business Business Negotiation
- Branch Business Business Identification
- Branch Business Business Diagnosis
- Branch Business Business Problem Solving
- Branch Business Business Analysis
- Branch Business Insights
- Branch Business Recommendations
- Branch Business Goals
- Branch Business Plans
- Branch Business Implementation
- Branch Business Execution
- Branch Business Review
- Branch Business Assessment
- Branch Business Improvement
- Branch Business Coaching
- Branch Business Action Plans
- Branch Business Strategic Issues
- Branch Business Data Analysis
- Branch Business Insights and Recommendations
- Branch Business Communication
- Branch Business Accountability
- Branch Business Risk Management
- Branch Business Risk Culture
- Branch Business Risk Appetite
- Branch Business Decision Making
- Branch Business Legal and Regulatory Requirements
- Branch Business Customer Confidentiality
- Branch Business Suspicious Activity Reporting
- Branch Business Risk Informed Decisions
- Branch Business Business Objectives
- Branch Business Business Priorities
- Branch Business Business Strategy
- Branch Business Business Partnerships
- Branch Business Business Initiatives
- Branch Business Business Performance
- Branch Business Business Growth
- Branch Business Business Acquisition
- Branch Business Business Retention
- Branch Business Business Call Conduct
- Branch Business Business Negotiation
- Branch Business Business Identification
- Branch Business Business Diagnosis
- Branch Business Business Problem Solving
- Branch Business Business Analysis
- Branch Business Insights
- Branch Business Recommendations
- Branch Business Goals
- Branch Business Plans
- Branch Business Implementation
- Branch Business Execution
- Branch Business Review
- Branch Business Assessment
- Branch Business Improvement
- Branch Business Coaching
- Branch Business Action Plans
- Branch Business Strategic Issues
- Branch Business Data Analysis
- Branch Business Insights and Recommendations
- Branch Business Communication
- Branch Business Accountability
- Branch Business Risk Management
- Branch Business Risk Culture
- Branch Business Risk Appetite
- Branch Business Decision Making
- Branch Business Legal and Regulatory Requirements
- Branch Business Customer Confidentiality
- Branch Business Suspicious Activity Reporting
- Branch Business Risk Informed Decisions
- Branch Business Business Objectives
- Branch Business Business Priorities
- Branch Business Business Strategy
- Branch Business Business Partnerships
- Branch Business Business Initiatives
- Branch Business Business Performance
- Branch Business Business Growth
- Branch Business Business Acquisition
- Branch Business Business Retention
- Branch Business Business Call Conduct
- Branch Business Business Negotiation
- Branch Business Business Identification
- Branch Business Business Diagnosis
- Branch Business Business Problem Solving
- Branch Business Business Analysis
- Branch Business Insights
- Branch Business Recommendations
- Branch Business