Bank Manager

BMO U.S.; Oak Creek (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

BMO U.S. in Wisconsin seeks a branch professional who guides, directs, and coaches staff to deliver outstanding service to customers and prospects. You will identify needs, advise on suitable products, and support referrals across business groups.

The role emphasizes building a branch plan to drive growth, meet profitability goals, and ensure regulatory compliance while delivering an exceptional customer experience.

Qualifications

• Experience in consumer banking and sales
• Strong communication and interpersonal skills
• Ability to develop and implement branch plans

Responsibilities

• Guides, directs, and coaches employees to deliver exceptional service to customers and prospects
• Identifies customer needs and advises on products and strategies to meet financial objectives
• Performs referrals to other business groups and supports sales and service activities
• Develops and executes a branch business plan to maximize growth and wallet share
• Contributes to achieving business objectives through sales calls and business development activities
• Probes to understand banking and credit card needs and integrates marketing promotions into conversations

Skills

Customer service

Sales leadership

Coaching & mentoring

Regulatory awareness

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 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