Jobs · Finance · Wisconsin

Bank Manager

BMO U.S. · Milwaukee, WI · 3 days ago
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 analyses 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

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

Benefits

See BMO’s Total Rewards Program for more details.

Pay

$51,800.00 - $95,900.00

Schedule

Salaried

Contact Information

To apply, please visit BMO’s Careers Page.

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