Branch Banking Leader: Drive Growth & Customer Experience

Bank of Montreal; Loveland (CO); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Loveland, CO seeks an experienced banking professional to guide and coach a branch team, delivering exceptional service to customers and prospects. You will understand customer needs, recommend suitable products, and drive referrals to other business groups to grow the branch’s wallet share.

The role emphasizes regulatory compliance, teamwork across departments, and ongoing development of staff to meet sales and customer experience goals.

Qualifications

• 4–6 years of relevant experience and a post-secondary degree or equivalent
• Previous supervisory or management experience preferred
• Deep knowledge of retail banking products and services
• Strong understanding of applicable regulations, audit standards, and policies

Responsibilities

• Guide, direct, and coach employees to deliver exceptional service to BMO customers and prospects.
• Understand customer needs to provide sales and service aligned with customer interests.
• Advise customers on products and strategies that meet their financial objectives.
• Identify and make referrals to other business groups.
• Develop and execute a branch business plan to maximize growth and wallet share.
• Maintain high-touch relationships with key branch customers and prospects in the market.

Skills

Coaching

Customer service

Sales

Prospecting

Referral network

Education

Post-secondary degree

Supervisory experience

Job description

Bank of Montreal in Loveland, CO seeks an experienced banking professional to guide and coach a branch team, delivering exceptional service to customers and prospects. You will understand customer needs, recommend suitable products, and drive referrals to other business groups to grow the branch’s wallet share.

The role emphasizes regulatory compliance, teamwork across departments, and ongoing development of staff to meet sales and customer experience goals.