Branch Banking Leader: Growth & Customer Experience

BMO Harris Bank; San Jose (CA); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health benefits

Retirement savings options

Job summary

BMO Harris Bank is seeking a Branch Manager responsible for guiding and coaching staff to deliver exceptional service to customers in the San Jose area. You will advise customers, identify referrals to other business groups, and drive branch growth and profitability while ensuring regulatory compliance.

The role requires deep knowledge of personal banking and credit card products, plus the ability to lead cross-functional initiatives, develop plans, and monitor performance to meet financial

Qualifications

• Typically 5–7 years of relevant experience and a post-secondary degree in a related field or equivalent experience.
• Supervisory or management experience is preferred.
• In-depth knowledge of retail banking products, services, and competitive marketplace.

Responsibilities

• Guide and coach branch employees to deliver exceptional service to BMO customers and prospects.
• Advise customers on products and strategies that meet their financial objectives.
• Identify and make referrals to other business groups to grow wallet share.
• Develop and execute branch plans to maximize growth and customer retention.
• Probe to understand customer banking needs and integrate promotions into conversations.

Skills

Verbal & written communication

Collaboration & team skills

Analytical & problem solving

Influence skills

Data driven decision making

Education

Post-secondary degree in related field

Job description

BMO Harris Bank is seeking a Branch Manager responsible for guiding and coaching staff to deliver exceptional service to customers in the San Jose area. You will advise customers, identify referrals to other business groups, and drive branch growth and profitability while ensuring regulatory compliance.

The role requires deep knowledge of personal banking and credit card products, plus the ability to lead cross-functional initiatives, develop plans, and monitor performance to meet financial