Branch Leader: Retail Banking & Growth

BMO; Batavia (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 Bank is seeking a branch leadership role in Batavia, IL, to guide staff in delivering personalized retail banking sales and service. You will advise customers on banking products, identify referrals, and coach teams to meet customer experience and profitability targets while maintaining regulatory compliance.

The role emphasizes building community relationships, executing the branch business plan, and ensuring high service standards for customers and prospects.

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

• Guides, directs, and coaches employees to deliver exceptional service.
• Advises customers on products and strategies that meet their financial objectives.
• Identifies and makes referrals to other business groups.
• Supports sales and customer service activities to meet goals in compliance with laws and Bank policies.
• Develops and executes a branch business plan to maximize growth and wallet share.
• Conducts sales calls and builds personal referral network for new relationships.
• Resolves customer-related issues using knowledge of bank services and processes.
• Maintains high-touch relationships with key customers and prospects.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Problem solving

Data-driven decision making

Executive coaching

Customer relationship management

Education

Post-secondary degree in related field

Job description

BMO Bank is seeking a branch leadership role in Batavia, IL, to guide staff in delivering personalized retail banking sales and service. You will advise customers on banking products, identify referrals, and coach teams to meet customer experience and profitability targets while maintaining regulatory compliance.

The role emphasizes building community relationships, executing the branch business plan, and ensuring high service standards for customers and prospects.