Sales and Service Manager

BMO Financial Group; Menomonee Falls (WI); On-site; USD 41,000 - 64,000; Full time

Job summary

An established industry player is seeking a dynamic individual to lead and inspire a team in delivering exceptional banking services. This role involves understanding customer needs, providing strategic advice, and ensuring compliance with regulations. You will foster a collaborative environment, drive sales, and enhance customer satisfaction while supporting community involvement. Join a forward-thinking organization committed to growth and positive change, where your contributions will make a significant impact on both customers and the community.

Benefits

Health Insurance

Tuition Reimbursement

Retirement Plans

Performance Incentives

Qualifications

• 2-3 years of relevant experience in banking or sales.
• Knowledge of retail banking products and services.

Responsibilities

• Guide and coach employees to deliver exceptional service.
• Analyze data to provide insights and improve performance.

Skills

Customer Service

Sales Experience

Communication Skills

Problem-Solving Skills

Organizational Skills

Education

Post-Secondary Degree

Job description

Application Deadline:

05/29/2025

Address:

N82 W15415 Appleton Avenue

Job Family Group:

Retail Banking Sales & Service

Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands customer needs to provide sales and service in their best interests. Advises on products and strategies to meet financial objectives. Identifies and refers to other business groups. Supports sales and customer service activities to meet strategic goals in compliance with legal and regulatory requirements and bank policies.

• Fosters a culture aligned with BMO purpose, values, and strategy, role modeling BMO values and behaviors.
• Ensures alignment with diversity and inclusion values.
• Connects work to BMO's purpose, sets goals, defines outcomes, and ensures accountability.
• Builds collaborative teams across functions to create value for stakeholders.
• Attracts, retains, and develops top talent.
• Improves team performance, recognizes achievements, coaches, and manages performance issues.
• Understands customer banking needs and integrates marketing into conversations for strategic advice.
• Coordinates service requests and resolutions, ensuring customer satisfaction.
• Generates leads and maintains customer relationships for excellent customer experience.
• Supports community involvement and activities.
• Resolves customer issues using bank knowledge and processes.
• Fulfills sales and service activities following procedures.
• Provides input on business and market plans to optimize opportunities.
• Builds relationships with business partners to stay informed on systems and policies.
• Reviews performance against targets and develops improvement plans.
• Analyzes data to provide insights and recommendations.
• Provides technical training to branch staff for operational and sales effectiveness.
• Manages transactional outcomes or escalates as needed.
• Resolves complex customer situations or escalates to management.
• Maintains knowledge of banking practices and trends for customer conversations.
• Builds relationships with stakeholders and maintains confidentiality.
• Identifies and reports suspicious activities related to money laundering.
• Complies with legal and regulatory requirements.
• Handles complex tasks and escalations within rules/limits.
• Analyzes issues and determines next steps.
• Additional responsibilities may be assigned as needed.

Qualifications:

• Typically 2-3 years of relevant experience and a post-secondary degree or equivalent experience.
• Basic banking or customer service/sales experience.
• Previous supervisory or management experience preferred.
• Knowledge of retail banking products, services, regulations, and policies.
• Understanding of market trends and branch operations.
• Good communication, organizational, collaboration, and problem-solving skills.

Salary: $41,715.00 - $63,700.00

Pay Type: Salaried

Salaries vary based on location, skills, experience, and qualifications, and may include commissions. The total compensation may include performance incentives, bonuses, and benefits such as health insurance, tuition reimbursement, and retirement plans. More details are available at Total Rewards.

About Us:

At BMO, our purpose is to "Boldly Grow the Good in business and life," creating lasting positive change for customers, communities, and employees. We support your growth with training, coaching, and resources to help you succeed and make an impact. Learn more at our careers page.

BMO is an equal opportunity employer and considers applicants regardless of race, religion, gender, age, disability, or other protected characteristics. We accommodate individuals with disabilities during the employment process. For accommodations, contact [e-mail].

Note to Recruiters: BMO does not accept unsolicited resumes unless through a formal agency agreement. Resumes sent unsolicited will be considered property of BMO and no fee will be paid for such placements.