Bank Manager

Responsibilities Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understanding customer needs and advises them 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 while complying with legal and regulatory requirements and the bank’s policies and processes. Acts as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). Fosters a culture aligned to BMO purpose, values and strategy, modeling BMO values and behaviours. Builds interdependent teams that collaborate across functional and operating groups to create high value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports development, and manages poor performance. Develops and executes a branch business plan to maximize business growth, wallet share and achieve customer retention and acquisition objectives. Conducts sales calls, establishes a personal referral network, and other business development activities. 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 build a strong referral source for new potential business. Supports the bank’s community involvement and participates in community activities. Maintains a high‑touch relationship with key branch customers and prospects within the market. Resolves customer related issues using knowledge of bank services, products, and processes. Fulfills sales and service activities for the customer in accordance with approved procedures. Builds the business plan for the branch. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision‑making. Implements, reviews, and revises work plans. Helps determine business priorities and the best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Ensures alignment between stakeholders. Establishes relationships with business partners (e.g., CDC, MasterCard, Symcor) to maintain knowledge of interdependent systems and related policies. 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, 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. Monitors the service request and problem resolution processes for adherence to national standards. Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements. Plans and controls unit operating expenses in accordance with forecasts. Manages transactional outcomes for customer calls or defers to appropriate internal business groups. 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 and 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. Qualifications Typically between 4–6 years of relevant experience and post‑secondary degree in a 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 the 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 and written communication skills – in‑depth. Collaboration and team skills – in‑depth. Analytical and problem‑solving skills – in‑depth. Influence skills – in‑depth. Data‑driven decision making – in‑depth. Compensation Salary: $51,800.00 – $95,900.00 (Salaried). Salaries vary by location, skills, experience, education, and qualifications. Commission structure may apply. Benefits Health, dental, and vision insurance. Tuition reimbursement. Accident and life insurance. Retirement savings plans. Performance‑based incentives, discretionary bonuses, and other perks. EEO Statement BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to View email address on click.appcast.io and let us know the nature of your request and your contact information. #J-18808-Ljbffr Bank of Montreal