Jobs · Finance · Colorado

Floating Bank Manager

BMO U.S. · Greenwood Village, CO · 1 mo ago
Finance$58k–$107k/yrFull-time

About the role

This position serves as a float role, with branch assignments varying based on business need within the Southeast Denver Metro market. The candidate must be flexible and open to assignment at any location in this market. Assignments are typically based on a weekly schedule (not moving to a new branch every day).

Responsibilities

  • Guide, direct, and coach employees to deliver exceptional service to BMO customers and prospects
  • Understand customer needs to provide sales and service in the best interests of the customer
  • Advise customers on products and strategies that meet their financial objectives
  • Identify and make referrals to other business groups
  • Support 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
  • Foster a culture aligned to BMO purpose, values and strategy; role model BMO values and behaviours in all that they do
  • Ensure alignment between values and behaviour that fosters diversity and inclusion
  • Regularly connect work to BMO's purpose, set inspirational goals, define clear expected outcomes, and ensure clear accountability for follow through
  • Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders
  • Attract, retain, and enable the career development of top talent
  • Improve team performance, recognize and reward performance, coach employees, support their development, and manage poor performance
  • Develop and execute a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives
  • Contribute to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities
  • Probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer
  • Conduct cold calls to prospective customers to develop new customer relationships
  • Develop and maintain a network in the community to enhance the Bank's visibility and build a strong referral source for new potential business
  • Support the Bank's community involvement and participate in community activities
  • Maintain a high-touch relationship with key branch customers and prospects within the market
  • Resolve customer related issues using knowledge of bank services, products, and processes
  • Fulfill sales and service activities for the customer in accordance with approved procedures
  • Build the business plan for the branch
  • Influence and negotiate to achieve business objectives
  • Identify emerging issues and trends to inform decision-making
  • Implement, review, and revise work plans
  • Help determine business priorities and best sequence for execution of business/group strategy
  • Conduct independent analysis and assessment to resolve strategic issues
  • Ensure alignment between stakeholders
  • Establish relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures
  • 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
  • Break down strategic problems, and analyse data and information to provide insights and recommendations
  • Communicate goals, plans, and assignments to achieve financial and customer service goals
  • Lead the implementation of new programs, products and processes within the branch
  • Coordinate the implementation of national and regional sales and service initiatives
  • Monitor the service request and problem resolution processes for adherence to national standards
  • Provide technical training and support to branch employees to maintain operational and sales effectiveness and recommend improvements
  • Plan and control unit operating expenses in accordance with forecasts
  • Manage transactional outcomes for customer calls or defer to appropriate internal business groups
  • Resolve complex or unresolved customer situations or escalate to the next higher manager for resolution
  • Maintain current knowledge of personal banking and credit card industries, practices, and trends and integrate into customer conversations
  • Build effective relationships with internal/external stakeholders
  • Maintain the confidentiality of customer and Bank information
  • Identify and report suspicious patterns of activity that are suspected to be related to money laundering
  • Comply with all legal and regulatory requirements for the jurisdiction
  • Exercise judgment to identify, diagnose, and solve problems within given rules
  • Work independently on a range of complex tasks, which may include unique situations
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations

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

Pay

  • Salary: $57,500.00 - $106,500.00
  • Pay Type: Salaried
  • Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure
  • Salaries for part-time roles will be pro-rated based on number of hours regularly worked
  • For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position
  • BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans

Schedule

Business hours are Monday through Friday and Saturday morning. As a float, you would be required to report to different branches as needed to support the business.

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

This response is AI-generated, for reference only.

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