Branch Banking Leader & Growth Strategist

BMO Harris Bank; Madison (WI); On-site; USD 67,000 - 124,000; Full time

Job summary

BMO Harris Bank is seeking a Branch Leader in Madison, WI to guide teams in delivering outstanding retail banking sales and service. You will advise customers, foster referrals, and develop local business plans to grow wallet share, while ensuring regulatory compliance and a high standard of customer experience.

The role requires supervisory experience and deep knowledge of retail banking products, with a strong emphasis on leadership, collaboration, and data-driven decision making.

Qualifications

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or equivalent.
• Previous supervisory or management experience.
• In-depth knowledge of retail banking products and services.
• In-depth knowledge of competitive marketplace and trends in product offerings.
• In-depth knowledge of branch operational processes and policies.
• In-depth knowledge of applicable regulations, audit standards, and related policies.
• 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

• Guides, directs, and coaches employees to deliver exceptional service to customers and prospects.
• Advises customers on products and strategies that meet their financial objectives.
• Identifies referrals to other business groups and supports sales activities.
• Develops and executes a branch business plan to maximize growth.
• Probes to understand banking and credit card needs and offers strategic advice.
• Conducts cold calls to develop new customer relationships.
• Maintains a network in the community to grow referrals.
• Resolves customer issues using knowledge of bank services and processes.

Skills

Leadership

Sales & service

Communication

Analytical skills

Data-driven decisions

Collaboration

Regulatory knowledge

Education

Post-secondary degree

Job description

BMO Harris Bank is seeking a Branch Leader in Madison, WI to guide teams in delivering outstanding retail banking sales and service. You will advise customers, foster referrals, and develop local business plans to grow wallet share, while ensuring regulatory compliance and a high standard of customer experience.

The role requires supervisory experience and deep knowledge of retail banking products, with a strong emphasis on leadership, collaboration, and data-driven decision making.