Branch Manager — Growth, Leadership & Strategy

BMO U.S.; Joliet (IL); On-site; USD 75,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Branch Leader to guide sales and service teams, drive customer relationships, and coordinate branch growth strategies in alignment with regulatory requirements and company policies.

The role focuses on developing business plans, referrals, and cross-functional collaboration to maximize wallet share and customer satisfaction while maintaining risk controls and compliance.

Qualifications

• Typically between 5 - 7 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.
• In-depth knowledge of retail banking products and services.
• In-depth knowledge of competitive marketplace and trends in product offerings.
• In-depth knowledge of all branch operational processes and policies.
• In-depth knowledge of branch technologies, processes, and performance metrics.
• In-depth knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
• Deep knowledge and technical proficiency gained through extensive education and 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 to BMO customers and prospects.
• Advises customers on products and strategies that meet their financial objectives.
• Identifies and makes referrals to other business groups.
• Develops and executes a branch business plan to maximize growth.
• Probes to understand customer banking needs and integrates promotions into conversations.
• Builds interdependent teams across functions to maximize branch revenues.
• Conducts cold calls to prospective customers to develop new relationships.
• Maintains current knowledge of personal banking and credit card industries and trends.

Skills

Verbal & written communication

Collaboration & team work

Analytical & problem solving

Influence skills

Data driven decision making

Leadership & supervision

Education

Post-secondary degree (related field)

Job description

BMO Financial Group is seeking a Branch Leader to guide sales and service teams, drive customer relationships, and coordinate branch growth strategies in alignment with regulatory requirements and company policies.

The role focuses on developing business plans, referrals, and cross-functional collaboration to maximize wallet share and customer satisfaction while maintaining risk controls and compliance.