Branch Banking Leader: Growth, Service & Strategy

BMO; Naperville (IL); 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

BMO U.S. is seeking a Retail Banking Sales & Service Guide in Naperville to coach teams, deliver exceptional customer service, and identify product opportunities that meet customers' financial objectives.

The role involves sales calls, referrals, and community networking, with a focus on achieving profitability while complying with policies and regulations. Strong communication, collaboration, and problem-solving skills are essential.

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.
• Previous supervisory or management experience - 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

• Develops and executes a branch business plan to maximize business growth and wallet share.
• Conducts sales calls, establishing a personal referral network and other business development activities.
• Probes to understand customer personal banking and credit card needs and recommends products and strategies.
• Maintains a high-touch relationship with key branch customers and prospects.
• Resolves customer issues using knowledge of bank services, products, and processes.
• Ensures compliance with legal and regulatory requirements and internal standards.

Skills

Communication

Collaboration

Analytical thinking

Problem solving

Influence

Data-driven decisions

Education

Bachelor's degree

Job description

BMO U.S. is seeking a Retail Banking Sales & Service Guide in Naperville to coach teams, deliver exceptional customer service, and identify product opportunities that meet customers' financial objectives.

The role involves sales calls, referrals, and community networking, with a focus on achieving profitability while complying with policies and regulations. Strong communication, collaboration, and problem-solving skills are essential.