Branch Banking Manager: Growth & Service Leader

BMO Harris Bank

San Francisco (CA)

On-site

USD 65,000 - 140,000

Full time

8 days ago
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Benefits offered by this job

Health insurance
Tuition reimbursement
Accident & life insurance
Retirement savings plans

Job summary

BMO Harris Bank is seeking a Branch Sales & Service leader in San Francisco to guide customer conversations, drive growth, and develop a referral network. You will manage branches, coach teams, and ensure regulatory compliance while delivering exceptional customer experiences.

The role emphasizes strategic planning, people development, and collaboration across business groups to meet profitability and customer objectives. BMO offers comprehensive benefits and opportunities for growth.

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.

Responsibilities

  • Develops and executes a branch business plan to maximize growth and wallet share.
  • Contributes to achievement of objectives by sales calls and referrals.
  • Probes to understand customer banking needs and integrates promotions into conversations.
  • Conducts cold calls to develop new customer relationships.
  • Maintains a network in the community to enhance visibility and referrals.
  • Supports community involvement and coordinates sales initiatives.
  • Maintains high-touch relationships with key branch customers and prospects.
  • Resolves customer issues using knowledge of bank services and policies.

Skills

Retail banking knowledge
Verbal & written communication
Analytical and problem solving
Collaboration & teamwork
Data driven decision making
Strategic sales and service

Education

Post-secondary degree
Equivalent education/experience

Job description

BMO Harris Bank is seeking a Branch Sales & Service leader in San Francisco to guide customer conversations, drive growth, and develop a referral network. You will manage branches, coach teams, and ensure regulatory compliance while delivering exceptional customer experiences.

The role emphasizes strategic planning, people development, and collaboration across business groups to meet profitability and customer objectives. BMO offers comprehensive benefits and opportunities for growth.

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