Bank Manager I

Bank N.A.; Carpentersville (IL); On-site; USD 45,000 - 70,000; Full time

Job summary

Bank N.A. in Illinois seeks a Branch Sales & Service professional to guide and coach staff while delivering exceptional customer service. You will identify customer needs in personal banking and credit products and provide strategic recommendations.

Spanish-speaking candidates are strongly preferred. The role emphasizes regulatory compliance, referrals, and building lasting relationships with customers and prospects.

Qualifications

• Strong customer service and sales orientation.
• Ability to advise customers on financial products and strategies.
• Spanish language skills strongly preferred.
• Willingness to participate in regulatory and background checks.

Responsibilities

• Advises customers on products and strategies that meet their financial objectives.
• Probes to understand customer personal banking and credit card needs.
• Conducts cold calls to prospective customers to develop new relationships.
• Builds a community network to generate referrals for branch growth.
• Maintains a high-touch relationship with key branch customers and prospects.

Skills

Customer service

Sales experience

Spanish language

Job description

Application Deadline:

11/29/2026

Address:

94 N Kennedy Memorial Drive

Job Family Group:

Retail Banking Sales & Service

Spanish speaking strongly preferred

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 foster 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.Creates innovative business development strategies, including collaborating with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating losses.Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.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.Recommends and implements solutions based on analysis of issues and implications for the business.Assists in the development of strategic plans.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.Works with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers.Ensures alignment between stakeholders.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 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