Assistant Branch Manager

BMO; Victoria; On-site; CAD 45,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking professionals in Canada to guide and coach branch teams in delivering exceptional service to customers and prospects. The role focuses on understanding customer needs, advising on products, and leveraging referrals to support sales and profitability within regulatory guidelines.

The position emphasizes leadership, collaboration across groups, and building community relationships to enhance visibility and drive business opportunities.

Qualifications

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• 1-3 years of banking or customer service/sales or equivalent experience.
• Previous supervisory or management experience - preferred.
• General knowledge of retail banking products and services.
• General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
• Working 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.
• Specialized knowledge from education and/or business experience.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Responsibilities

• 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.
• Coaches employees, supports their development, and manages poor performance.
• Resolves customer related issues using knowledge of bank services, products, and processes.
• Reviews results and performance measures against plans and standards to address gaps and develop plans.

Skills

Analytical and problem solving

Influence skills

Collaboration & teamwork

Customer service

Education

Post-secondary degree or equivalent

Job description

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.

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 behaviour 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.

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

Attracts, 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.

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.

Coordinates service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalates for resolution.

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

Supports the Bank’s community involvement and participates in community activities.

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.

Provides input into area business and market plans to optimize new and existing business opportunities within the community.

Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.

Reviews results and performance measures against plans and standards (e.g. sales targets, service targets, referral targets) to address gaps and develop plans.

Analyzes data and information to provide insights and recommendations.

Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.

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/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.

Focus may be on a business/group.

Thinks creatively and proposes new solutions.

Exercises judgment to identify, diagnose, and solve problems within given rules.

Works mostly independently.

Broader work or accountabilities may be assigned as needed.

Qualifications:

Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

1-3 years of banking or customer service/sales or equivalent experience.

Previous supervisory or management experience - preferred.

General knowledge of retail banking products and services.

General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.

Working 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.

Specialized knowledge from education and/or business experience.

Collaboration & team skills - In-depth.

Analytical and problem solving skills - In-depth.

Influence skills - In-depth.

$45,000.00 - $100,000.00

Pay Type:

The above represents BMO Financial Group’s pay range and type.

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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO is dedicated to providing personalized banking services, adapting to changing financial needs while ensuring an exceptional customer experience throughout every stage of life.

Company size 10,001+ employees

Company type Public company

Total funding $8.1B Post IPO Debt

Team growth

60,211 employees on LinkedIn

Feb 22 May 26

Employee experience

What it’s like inside

3.7

10,651 reviews

70% would recommend

Culture & values

Culture & values 3.8

Work-life balance

Work-life balance 3.8

Career opportunities

Career opportunities 3.6

Compensation & benefits 3.5

Capital

Funding history

Post IPO Debt$574.9M

Mar 2026

Post IPO Debt$142.9M

Oct 2025

Post IPO Debt$871.7M

Feb 2025

Post IPO Debt$750M

Jul 2024

Footprint

Where they work

First Canadian Place, 100 King Street, Toronto, ON M5X 1A1, CA 111 W Monroe St, Chicago, IL 60603, US