Branch Banking Manager — Drive Growth & Service

Bank of Montreal; Westborough (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Westborough seeks a Retail Banking Sales & Service professional to origin consumer loans and deliver exceptional service. You will advise customers on products meeting financial objectives and identify opportunities through referrals across the bank.

You will lead branch business planning, coach staff, and build relationships with key customers, while ensuring compliance with policies and regulations and driving growth and retention in a high-touch retail environment.

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 and achieve customer retention and acquisition objectives.
• Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.
• Conducts cold calls to prospective customers to develop new customer relationships.
• Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.

Skills

Retail banking experience

Supervisory/management experience

Customer needs assessment

Regulatory/compliance knowledge

Sales and service excellence

Verbal & written communication

Collaboration & teamwork

Analytical/problem solving

Influence/negotiation

Data-driven decision making

Education

Post-secondary degree

Job description

Bank of Montreal in Westborough seeks a Retail Banking Sales & Service professional to origin consumer loans and deliver exceptional service. You will advise customers on products meeting financial objectives and identify opportunities through referrals across the bank.

You will lead branch business planning, coach staff, and build relationships with key customers, while ensuring compliance with policies and regulations and driving growth and retention in a high-touch retail environment.