Branch Manager: Personal Banking & Loan Growth

Bank N.A.; California; On-site; USD 65,000 - 95,000; Full time

Job summary

Bank N.A. in California is seeking an experienced Banking Sales & Service professional to lead customer interactions and drive branch performance. You will guide teams, coach staff, and develop strategies to meet customer needs and growth targets.

You will conduct referrals, deliver tailored financial advice, and ensure compliance with banking regulations while expanding the bank's local presence.

Qualifications

• 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.

Responsibilities

• Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes.
• Builds a branch business plan to maximize growth and wallet share and achieve customer retention and acquisition objectives.
• Probes to understand customer personal banking and credit card needs and integrates promotions and programs into conversations to provide strategic advice.

Job description

Bank N.A. in California is seeking an experienced Banking Sales & Service professional to lead customer interactions and drive branch performance. You will guide teams, coach staff, and develop strategies to meet customer needs and growth targets.

You will conduct referrals, deliver tailored financial advice, and ensure compliance with banking regulations while expanding the bank's local presence.