Branch Banking Leader: Growth, Service, & Coaching

BMO U.S.; Oak Creek (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

BMO U.S. in Wisconsin seeks a branch professional who guides, directs, and coaches staff to deliver outstanding service to customers and prospects. You will identify needs, advise on suitable products, and support referrals across business groups.

The role emphasizes building a branch plan to drive growth, meet profitability goals, and ensure regulatory compliance while delivering an exceptional customer experience.

Qualifications

• Experience in consumer banking and sales
• Strong communication and interpersonal skills
• Ability to develop and implement branch plans

Responsibilities

• Guides, directs, and coaches employees to deliver exceptional service to customers and prospects
• Identifies customer needs and advises on products and strategies to meet financial objectives
• Performs referrals to other business groups and supports sales and service activities
• Develops and executes a branch business plan to maximize growth and wallet share
• Contributes to achieving business objectives through sales calls and business development activities
• Probes to understand banking and credit card needs and integrates marketing promotions into conversations

Skills

Customer service

Sales leadership

Coaching & mentoring

Regulatory awareness

Job description

BMO U.S. in Wisconsin seeks a branch professional who guides, directs, and coaches staff to deliver outstanding service to customers and prospects. You will identify needs, advise on suitable products, and support referrals across business groups.

The role emphasizes building a branch plan to drive growth, meet profitability goals, and ensure regulatory compliance while delivering an exceptional customer experience.