Floating Bank Manager

BMO Harris Bank; Greenwood Village (CO); On-site; USD 57,500 - 106,500; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Hispanic Alliance for Career Enhancement seeks a motivated individual to lead teams and enhance customer services. Responsibilities include guiding employees, advising clients on financial products, and supporting sales activities. Candidates should have 4-6 years of experience and a relevant degree, with a preference for those with supervisory experience. The role is located in Greenwood Village, offering a competitive salary and benefits including health insurance and retirement plans.

Qualifications

• 4-6 years of related experience and a post-secondary degree or equivalent.
• Preferred previous supervisory or management experience.
• In-depth knowledge of retail banking products.

Responsibilities

• Guide and coach employees for exceptional customer service.
• Advise customers on products that meet their financial objectives.
• Support sales and customer service to meet profitability goals.

Skills

Customer service

Sales acumen

Analytical skills

Communication skills

Team collaboration

Education

Post-secondary degree in related field

4-6 years of relevant experience

Supervisory or management experience

Job description

Branch Assignment

Branch assignment may vary based on business need. Candidates should be flexible and open to assignment at any location in the Southeast Denver Metro market. Business hours are Mon-Fri and Sat morning.

Float Reporting

As a float, you will report to different branches as needed to support the business. Assignments are based on a weekly schedule (not moving to a new branch every day), based on business need.

Branch Locator

Review our branch locator to be sure you understand where you might be asked to commute to our various locations Branch & ATM Locations – BMO and consider if this is something you would be able and willing to do.

Responsibilities

• Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects.
• Understand the needs of BMO customers or prospects to provide sales and service in the best interests of the customer.
• Advise customers on products and strategies that meet their financial objectives.
• Identify and refer to other business groups.
• Support 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.
• Act as an originator of consumer loans defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
• Maintain a federal registration with the Nationwide Mortgage Licensing System and Registry.
• Ensure a criminal background review and credit history evaluation is completed.
• Foster a culture aligned to BMO purpose, values and strategy and role model BMO values and behaviors in all that they do.
• Ensure alignment between values and behavior that fosters diversity and inclusion.
• Regularly connect work to BMO’s purpose, set inspirational goals, define clear expected outcomes, and ensure clear accountability for follow through.
• Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attract, retain, and enable the career development of top talent.
• Improve team performance, recognize and reward performance, coach employees, support their development, and manage poor performance.
• Develop and execute a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
• Conduct sales calls, establish a personal referral network, and other business development activities.
• Probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.
• Conduct cold calls to prospective customers to develop new customer relationships.
• Develop and maintain a network in the community to enhance the Bank’s visibility and build a strong referral source for new potential business.
• Support the Bank’s community involvement and participate in community activities.
• Maintain a high-touch relationship with key branch customers and prospects within the market.
• Resolve customer related issues using knowledge of bank services, products, and processes.
• Fulfill sales and service activities for the customer in accordance with approved procedures.
• Build the business plan for the branch.
• Influence and negotiate to achieve business objectives.
• Identify emerging issues and trends to inform decision-making.
• Implement, review, and revise work plans.
• Help determine business priorities and best sequence for execution of business/group strategy.
• Conduct independent analysis and assessment to resolve strategic issues.
• Ensure alignment between stakeholders.
• Establish relationships with business partners (e.g., CDC, MasterCard, Symcor) to maintain knowledge of interdependent systems and related policies and procedures.
• Monitor sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.
• Break down strategic problems, analyze data and information to provide insights and recommendations.
• Communicate goals, plans, and assignments to achieve financial and customer service goals.
• Lead the implementation of new programs, products, and processes within the branch.
• Coordinate the implementation of national and regional sales and service initiatives.
• Monitor the service request and problem resolution processes for adherence to national standards.
• Provide technical training and support to branch employees to maintain operational and sales effectiveness and recommend improvements.
• Plan and control unit operating expenses in accordance with forecasts.
• Manage transactional outcomes for customer calls or defer to appropriate internal business groups.
• Resolve complex or unresolved customer situations or escalates to the next higher manager for resolution.
• Maintain current knowledge of personal banking and credit card industries, practices, and trends and integrate into customer conversations.
• Build effective relationships with internal/external stakeholders.
• Maintain the confidentiality of customer and Bank information.
• Identify and report suspicious patterns of activity that are suspected to be related to money laundering.
• Comply with all legal and regulatory requirements for the jurisdiction.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercise judgment to identify, diagnose, and solve problems within given rules.
• Work independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk-informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws and regulations.

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.

Salary & Benefits

Salary: $57,500.00 – $106,500.00.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Equal Employment Opportunity

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please let us know the nature of your request and your contact information.