Branch Banking Leader: Driving Sales & Service

BMO Harris Bank; Rosemead (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Rosemead, CA is seeking a Branch Banking Associate to deliver sales and service aligned with customer financial objectives. You will advise on products, build relationships, and contribute to branch growth while upholding regulatory requirements.

The role emphasizes teamwork, customer referrals, and community engagement, with a focus on maintaining high service standards and supporting the branch business plan.

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.
• Strong knowledge of retail banking products and services; ability to advise customers on financial objectives.

Responsibilities

• 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 and establishing a personal referral network.

Skills

Retail banking

Sales

Customer service

Communication

Leadership

Education

Post-secondary degree

Job description

BMO Harris Bank in Rosemead, CA is seeking a Branch Banking Associate to deliver sales and service aligned with customer financial objectives. You will advise on products, build relationships, and contribute to branch growth while upholding regulatory requirements.

The role emphasizes teamwork, customer referrals, and community engagement, with a focus on maintaining high service standards and supporting the branch business plan.