Bank Manager

Bank of Montreal • Madison, WI

17h

About The Position

The Bank Manager guides, directs, and coaches branch employees to deliver exceptional customer service and support sales and service goals. The role develops and executes a branch business plan to grow business, increase wallet share, and achieve customer retention and acquisition objectives, while ensuring activities comply with legal and regulatory requirements and bank policies. The manager advises customers on products and strategies suited to their financial objectives, identifies referrals to other business groups, and maintains high-touch relationships with key customers and prospects.

The role builds and develops a strong team, coaches performance, supports career development, and fosters a collaborative and inclusive culture aligned with BMO’s purpose, values, and strategy. The manager monitors branch performance and expenses, leads implementation of programs and sales and service initiatives, provides employee training and operational support, and resolves complex customer situations. The position also maintains knowledge of banking products, industry trends, branch processes, and applicable regulations, while protecting customer and Bank information and applying risk-management practices.

In the U.S., the position 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, along with restrictions on performing in a real estate agent capacity. The Bank will provide instructions on registration requirements.

Requirements

• Typically 4–6 years of relevant experience and a post-secondary degree in a related field, 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, 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.
• For U.S. consumer-loan originators, federal registration with the Nationwide Mortgage Licensing System and Registry is required; a criminal background review and credit history evaluation are required.

Nice To Haves

• Previous supervisory or management experience.

Responsibilities

• Guide, direct, and coach branch employees to deliver exceptional customer service and meet sales and service goals.
• Develop and execute a branch business plan to support growth, wallet share, customer retention, and acquisition.
• Conduct sales calls, cold calls, referral development, and other business-development activities.
• Understand customer banking and credit card needs and provide strategic advice in the customer’s best interests.
• Develop and maintain community networks, support Bank community involvement, and participate in community activities.
• Maintain high-touch relationships with key branch customers and prospects.
• Resolve customer issues and complex or unresolved situations, escalating when appropriate.
• Monitor branch sales and service performance, identify gaps and best practices, and implement action plans.
• Lead implementation of programs, products, processes, and national and regional sales and service initiatives.
• Provide technical training and support to branch employees and recommend operational improvements.
• Plan and control unit operating expenses in accordance with forecasts.
• Communicate goals, plans, and assignments to achieve financial and customer service objectives.
• Build collaborative teams, attract and retain talent, coach employees, recognize performance, support development, and manage poor performance.
• Maintain relationships with internal and external stakeholders and business partners.
• Maintain current knowledge of personal banking and credit card products, industries, practices, and trends.
• Maintain confidentiality of customer and Bank information and report suspicious activity potentially related to money laundering.
• Comply with applicable legal, regulatory, audit, policy, and risk-management requirements.
• Make sound, risk-informed decisions in line with the Bank’s Risk Management Framework, Risk Culture, and approved Risk Appetite.

Benefits

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

What This Job Offers

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