Branch Banking Leader & Customer Growth

BMO U.S.; Town of Plover (WI); On-site; USD 50,000 - 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 in Wisconsin seeks a seasoned leader to guide branch teams in delivering exceptional service and sales. You will advise customers on banking products, build referrals, and drive branch plans to grow business while ensuring regulatory compliance and risk controls.

The role emphasizes coaching, cross-functional collaboration, and achieving customer experience and profitability goals within policy frameworks.

Qualifications

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Previous supervisory or management experience - preferred.
• In-depth knowledge of retail banking products and services.
• Advanced 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.
• Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Responsibilities

• 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.
• Identifies and makes referrals to other business groups.
• Supports sales and customer service activities to meet strategy and profitability goals.
• Builds the branch business plan to maximize growth and customer retention.
• Maintains high-touch relationships with key branch customers and prospects.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical and problem solving

Influence skills

Data-driven decision making

Retail banking products knowledge

Education

Post-secondary degree in related field

Previous supervisory or management experience

Job description

BMO Financial Group in Wisconsin seeks a seasoned leader to guide branch teams in delivering exceptional service and sales. You will advise customers on banking products, build referrals, and drive branch plans to grow business while ensuring regulatory compliance and risk controls.

The role emphasizes coaching, cross-functional collaboration, and achieving customer experience and profitability goals within policy frameworks.