Branch Growth & Customer Experience Lead

Hispanic Alliance for Career Enhancement; Marshfield (WI); On-site; USD 51,800 - 95,900; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a Branch Manager in Wisconsin to lead daily operations, drive sales, and deliver exceptional customer service. The role emphasizes building referral networks, aligning with BMO values, and achieving branch growth targets.

The position requires 4–6 years of experience in retail banking and a post-secondary degree, with strong leadership, communication, and analytical skills to manage teams and maintain regulatory compliance.

Qualifications

• 4–6 years of relevant experience with a post-secondary degree or equivalent.
• Previous supervisory or management experience preferred.
• In-depth knowledge of retail banking products and services.
• Advanced knowledge of market trends and product offerings.
• Knowledge of branch operations and policies.
• Knowledge of branch technologies and performance metrics.
• Knowledge of regulations, audit standards, and policies.
• Technical proficiency gained through education/experience.
• Verbal and written communication skills.
• Collaboration and teamwork.
• Analytical and problem-solving skills.
• Influence skills.
• Data-driven decision making.

Responsibilities

• Foster culture aligned to BMO values and strategy.
• Develop branch business plan to maximize growth and wallet share.
• Conduct sales calls and build a personal referral network.
• Assess customer banking and credit card needs to tailor advice.
• Build community network to enhance visibility.
• Resolve complex customer issues and oversee service quality.
• Plan and control branch operating expenses.
• Lead and coordinate national and regional sales initiatives.

Skills

Verbal & written communication

Collaboration

Analytical thinking

Problem solving

Influence

Data-driven decision making

Leadership / supervisory experience

Education

Post-secondary degree

Job description

BMO is seeking a Branch Manager in Wisconsin to lead daily operations, drive sales, and deliver exceptional customer service. The role emphasizes building referral networks, aligning with BMO values, and achieving branch growth targets.

The position requires 4–6 years of experience in retail banking and a post-secondary degree, with strong leadership, communication, and analytical skills to manage teams and maintain regulatory compliance.