Retail Banking Branch Leader

BMO U.S.

Rosemead (CA)

On-site

USD 60,000 - 90,000

Full time

9 days ago
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Job summary

BMO U.S. in Rosemead, CA is seeking a Branch Banking Specialist to deliver exceptional service, advise customers on banking products, and identify opportunities for referrals across business groups.

You will build a personal referral network, conduct sales calls, and participate in community activities to grow branch wallet share while complying with regulatory requirements and internal policies.

Responsibilities

  • Guides, directs, and coaches employees to deliver exceptional service.
  • Advises customers on products and strategies that meet their financial objectives.
  • Identifies referrals to other business groups.
  • Develops and executes a branch business plan to maximize growth and wallet share.
  • Builds effective relationships with internal/external stakeholders and community partners.

Job description

BMO U.S. in Rosemead, CA is seeking a Branch Banking Specialist to deliver exceptional service, advise customers on banking products, and identify opportunities for referrals across business groups.

You will build a personal referral network, conduct sales calls, and participate in community activities to grow branch wallet share while complying with regulatory requirements and internal policies.

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