Bank Manager, Cherry Creek

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.
• Conducts cold calls to prospective customers to develop new customer relationships.
• Supports the Bank’s community involvement and participates in community activities.
• Resolves customer related issues using knowledge of bank services, products, and processes.
• Conducts independent analysis and assessment to resolve strategic issues.
• 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.
• Learns and shares knowledge of personal banking and credit card industries, practices, and trends.
• Maintains a high-touch relationship with key branch customers and prospects within the market.
• 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.
• Works independently on a range of complex tasks, which may include unique situations.
• 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
• Financial Services
• Leadership
• Management
• Product Knowledge
• Problem Solving
• Teamwork
• Strategic Thinking
• Communication
• Decision Making
• Adaptability
• Collaboration
• Analysis
• Research
• Regulatory Compliance
• Technology
• Training
• Performance Management
• Customer Relationship Management
• Branch Operations
• Community Involvement
• Conflict Resolution
• Financial Planning
• Financial Analysis
• Financial Services Marketing
• Financial Services Sales
• Financial Services Strategy
• Financial Services Technology
• Financial Services Training
• Financial Services Workforce Development
• Financial Services Workplace Safety
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial Services Workplace Sustainability
• Financial Services Workplace Technology
• Financial Services Workplace Training
• Financial Services Workplace Wellness
• Financial Services Workplace Diversity and Inclusion
• Financial Services Workplace Ethics
• Financial Services Workplace Health and Safety
• Financial Services Workplace Security
• Financial