Branch Banking Leader — Drive Growth & Customer Excellence

Bank of Montreal; Elizabeth (CO); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal's Elizabeth branch is seeking a sales and service leader to deliver exceptional customer experiences and drive branch growth. You will guide staff, advise customers on financial products, and coordinate referrals across business groups.

Responsibilities include developing the branch plan, meeting performance targets, and ensuring compliance with banking regulations while maintaining a high standard of customer service.

Qualifications

• Typically between 4–6 years of relevant experience and post‑secondary degree or equivalent.
• Previous supervisory or management experience preferred.
• In-depth knowledge of retail banking products, services, and regulatory requirements.

Responsibilities

• Guide, direct, and coach staff to deliver exceptional service to BMO customers and prospects.
• Develop and execute a branch business plan to grow business and wallet share.
• Identify customer needs, make product referrals, and conduct sales calls to meet profitability goals.

Skills

Retail banking knowledge

Supervisory experience

Regulatory compliance understanding

Analytical problem solving

Communication skills

Education

Post-secondary degree

Job description

Bank of Montreal's Elizabeth branch is seeking a sales and service leader to deliver exceptional customer experiences and drive branch growth. You will guide staff, advise customers on financial products, and coordinate referrals across business groups.

Responsibilities include developing the branch plan, meeting performance targets, and ensuring compliance with banking regulations while maintaining a high standard of customer service.