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. 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.

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

• Understanding of BMO’s Purpose, Values, and Strategy.
• Ability to foster a culture aligned with BMO’s values and behaviors.
• Knowledge of BMO’s Risk Management Framework and ability to apply it in decision-making.
• Ability to influence and negotiate to achieve business objectives.
• Ability to identify, diagnose, and solve problems within given rules.
• Ability to lead the implementation of new programs, products, and processes within the branch.
• 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.
• Ability to break down strategic problems, analyze data and information to provide insights and recommendations.
• Ability to communicate goals, plans, and assignments to achieve financial and customer service goals.
• Ability to lead the implementation of new programs, products and processes within the branch.
• 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.
• Ability to break down strategic problems, analyze data and information to provide insights and recommendations.
• Ability to communicate goals, plans, and assignments to achieve financial and customer service goals.

Benefits

Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.

Ensures alignment between values and behavior that fosters diversity and inclusion.

Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.

Buils interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.

Atracts, retains, and enables the career development of top talent.

Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.

Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.

Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.

Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.

Conducts cold calls to prospective customers to develop new customer relationships.

Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.

Solves customer related issues using knowledge of bank services, products, and processes.

Fulfills sales and service activities for the customer in accordance with approved procedures.

Plans and controls unit operating expenses in accordance with forecasts.

Maintains a high-touch relationship with key branch customers and prospects within the market.

Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.

Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.

Builds effective relationships with internal/external stakeholders.

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.

Pay

$51,800.00 - $95,900.00

Schedule

Salaried

Location

U.S. Only