Bank Manager

Bank of Montreal; Franklin (WI); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic leader to drive exceptional service and growth in the retail banking sector. This role involves guiding a team to meet customer needs, executing strategic business plans, and fostering a collaborative culture. You'll leverage your deep knowledge of banking products and market trends to enhance customer experiences and drive profitability. If you are passionate about customer service and team development, this opportunity offers the chance to make a significant impact in a thriving environment.

Qualifications

• 4-6 years of relevant experience in retail banking.
• Strong supervisory or management skills preferred.
• Deep knowledge of banking products and market trends.

Responsibilities

• Guide and coach employees to deliver exceptional customer service.
• Develop and execute branch business plans for growth.
• Build and maintain relationships with key customers.

Skills

Retail Banking Knowledge

Communication Skills

Analytical Skills

Collaboration Skills

Data-Driven Decision Making

Education

Post-Secondary Degree

Management Experience

Tools

Relevant Banking Technology

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.

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the S.A.F.E. Act. It requires Federal registration with the Nationwide Mortgage Licensing System and Registry, and a criminal background review, credit history evaluation, and restrictions on real estate agent capacity.

Responsibilities include:

1. Fostering a culture aligned with BMO’s purpose, values, and strategy, role modeling these values and behaviors.
2. Ensuring diversity and inclusion are integrated into values and behaviors.
3. Connecting work to BMO’s purpose, setting goals, defining outcomes, and ensuring accountability.
4. Building collaborative, interdependent teams across functions.
5. Attracting, retaining, and developing top talent.
6. Improving team performance through recognition, coaching, and managing performance issues.
7. Developing and executing a branch business plan to maximize growth, wallet share, and customer retention and acquisition.
8. Conducting sales calls, establishing referral networks, and engaging in business development activities.
9. Understanding customer needs and integrating marketing promotions into conversations.
10. Making cold calls to develop new customer relationships.
11. Building community networks to enhance visibility and generate referrals.
12. Supporting community involvement and activities.
13. Maintaining high-touch relationships with key customers and prospects.
14. Resolving customer issues using knowledge of bank services and processes.
15. Fulfilling sales and service activities per procedures.
16. Building the branch business plan.
17. Negotiating and influencing to meet objectives.
18. Identifying trends and issues to inform decisions.
19. Implementing and revising work plans, and prioritizing strategies.
20. Conducting strategic analysis and ensuring stakeholder alignment.
21. Establishing relationships with business partners to stay informed of related systems and policies.
22. Monitoring sales and service performance, developing action plans to address gaps.
23. Analyzing data to provide insights and recommendations.
24. Communicating goals and plans effectively.
25. Leading new program, product, and process implementations.
26. Coordinating regional initiatives and monitoring service standards.
27. Providing technical training to staff and recommending operational improvements.
28. Managing expenses according to forecasts.
29. Handling customer call outcomes and escalating complex issues.
30. Maintaining current knowledge of industry practices and trends.
31. Building relationships with stakeholders and maintaining confidentiality.
32. Reporting suspicious activity related to money laundering and complying with legal requirements.
33. Working independently on complex tasks and adapting to broader responsibilities as needed.

Qualifications:

1. Typically 4-6 years of relevant experience with a post-secondary degree or equivalent.
2. Supervisory or management experience preferred.
3. Deep knowledge of retail banking products, services, and market trends.
4. Understanding of operational processes, policies, and regulations.
5. Proficiency in relevant technology and analytical skills.
6. Excellent communication, collaboration, and influence skills.
7. Data-driven decision-making skills.