Bank Manager

Bank of Montreal • HB Dodgeville, WI

1d

About The Position

The Bank Manager guides, directs, and coaches branch employees to deliver exceptional service and meet customer needs through appropriate banking products, advice, referrals, and sales. The role develops and executes the branch business plan, grows customer relationships and wallet share, supports customer retention and acquisition, and ensures sales and service activities meet strategic goals while complying with applicable laws, regulations, and Bank policies.

The manager leads branch employees and operational initiatives, monitors performance against plans, addresses service and performance gaps, controls operating expenses, and supports employee training and development. The position builds relationships with customers, prospects, community contacts, and internal and external business partners, while maintaining knowledge of retail banking and credit card products, trends, processes, and technologies. It also requires sound risk management, protection of confidential information, and reporting of suspicious activity.

In the U.S., the role acts as an originator of consumer loans and requires federal registration with the Nationwide Mortgage Licensing System and Registry. A criminal background review and credit history evaluation are required, as are restrictions on performing in a real estate agent capacity.

Requirements

• Typically 4–6 years of relevant experience.
• Post-secondary degree in a related field of study, or an equivalent combination of education and experience.
• In-depth knowledge of retail banking products and services.
• Advanced knowledge of the 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.
• In-depth verbal and written communication skills.
• In-depth collaboration and team skills.
• In-depth analytical and problem-solving skills.
• In-depth influence skills.
• In-depth data-driven decision-making skills.

Nice To Haves

• Previous supervisory or management experience.

Responsibilities

• Guide, direct, coach, and develop branch employees to deliver exceptional customer service and meet sales and service goals.
• Foster a culture aligned with BMO’s purpose, values, diversity, and inclusion commitments.
• Develop and execute a branch business plan to grow business and wallet share and achieve customer retention and acquisition objectives.
• Conduct sales calls, cold calls, and business development activities; establish a personal referral network and develop community relationships.
• Understand customers’ personal banking and credit card needs and provide strategic advice and product recommendations in their best interests.
• Maintain high-touch relationships with key branch customers and prospects.
• Resolve customer issues and complex or unresolved situations, escalating when appropriate.
• Monitor sales and service performance against plans, identify gaps and trends, and implement action plans and improvements.
• Lead implementation of new branch programs, products, processes, and national or regional sales and service initiatives.
• Monitor service request and problem-resolution processes for adherence to national standards.
• Provide technical training and support to branch employees and recommend improvements to operational and sales effectiveness.
• Plan and control branch operating expenses in accordance with forecasts.
• Build effective relationships with internal and external stakeholders and business partners.
• Maintain current knowledge of personal banking and credit card industries, practices, and trends.
• Maintain confidentiality of customer and Bank information and identify and report suspected money-laundering activity.
• Comply with applicable legal and regulatory requirements and apply the Bank’s risk management framework and policies.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives, discretionary bonuses, and other perks and rewards may be included, depending on the position’s pay type.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager