Bank Manager

Bank N.A.; Irvine (CA); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Bank of Montreal (BMO) in Irvine seeks a Forward Hire Branch Manager to lead multi-location teams, drive growth, and deepen customer relationships while ensuring operational excellence. The role prepares for placement into a permanent Branch Manager within the market.

The ideal candidate will have strong leadership, business development, coaching, and branch operations experience, with the flexibility to support multiple locations within the market.

Aufgaben

• Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects.
• Advises customers on products and strategies that meet their financial objectives.
• Develops and executes a branch business plan to maximize growth and wallet share.
• Conducts sales calls and builds a personal referral network to meet objectives.
• Probes to understand customer banking needs and integrates marketing promotions into conversations.
• Develops and maintains a network in the community to enhance the Bank's visibility.

Jobbeschreibung

Application Deadline:

11/27/2026

Address:

18022 Culver Dr

Job Family Group:

Retail Banking Sales & Service

Join BMO as a Forward Hire Branch Manager supporting Irvine and surrounding communities. In this role, you will build and lead high-performing teams, drive business growth, deepen customer relationships, and deliver operational excellence while preparing for placement into a permanent Branch Manager position within the market.

The ideal candidate has strong leadership, business development, coaching, and branch operations experience, along with a passion for serving customers and engaging with the local community. Flexibility to support multiple locations within the market is required.

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 Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

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.

Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.

Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.

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.

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 builds 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 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, etc.) to maintain knowledge of interdependent systems and related policies and procedures.

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.

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 an