Branch Banking Leader - Growth & Customer Experience

BMO; Marshfield (WI); On-site; USD 52,000 - 96,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a Branch Leader in Wisconsin to guide sales and service excellence, develop business plans, and train a team to meet customer objectives. The role emphasizes relationship-building, community engagement, and adherence to regulatory standards.

The position requires strong knowledge of retail banking products, supervisory experience, and exceptional communication skills to drive performance and customer satisfaction.

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.
• Supervisory or management experience is 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

• Lead and coach branch employees to deliver exceptional service.
• Develop and execute a branch business plan to maximize growth and wallet share.
• Conduct sales calls and build a personal referral network.
• Proactively identify customer banking needs and offer suitable products.
• Maintain a strong community network to enhance visibility and referrals.
• Ensure compliance with legal and regulatory requirements.

Skills

Communication skills

Collaboration

Analytical thinking

Problem solving

Influence

Data-driven decision making

Education

Post-secondary degree in related field

Supervisory experience - preferred

Job description

BMO is seeking a Branch Leader in Wisconsin to guide sales and service excellence, develop business plans, and train a team to meet customer objectives. The role emphasizes relationship-building, community engagement, and adherence to regulatory standards.

The position requires strong knowledge of retail banking products, supervisory experience, and exceptional communication skills to drive performance and customer satisfaction.