Bank Manager

Bank of Montreal • HB City of Industry, CA

11d

About The Position

The Bank Manager guides, directs, and coaches branch employees to deliver exceptional service and provide advice in customers’ best interests. The role leads branch sales, service, and operational activities to meet customer experience, growth, retention, and profitability objectives while complying with legal and regulatory requirements and bank policies. The manager develops and executes the branch business plan, builds customer and community relationships, and monitors performance and expenses. The position also fosters an inclusive, accountable team culture, supports employee development, and applies BMO’s Risk Management Framework in making business decisions.

In the United States, this position acts as an originator of consumer loans under applicable regulations and requires federal registration with the Nationwide Mortgage Licensing System and Registry. A criminal background review and credit history evaluation are required, and restrictions apply to performing in a real estate agent capacity.

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, 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.
• For the U.S. role, federal registration with the Nationwide Mortgage Licensing System and Registry is required; a criminal background review and credit history evaluation are also required.

Nice To Haves

• Previous supervisory or management experience.

Responsibilities

• Guide, direct, coach, develop, and manage branch employees, including recognizing strong performance and addressing poor performance.
• Foster a culture aligned with BMO’s purpose, values, strategy, diversity, and inclusion; set goals, define outcomes, and ensure accountability.
• Develop and execute the branch business plan to grow the business and wallet share and meet customer acquisition and retention objectives.
• Conduct sales calls, build a personal referral network, make cold calls, and pursue other business development activities.
• Understand customers’ personal banking and credit card needs, provide strategic advice, and integrate relevant marketing promotions and programs into customer conversations.
• Build and maintain community and customer relationships, support community involvement, and strengthen referral sources.
• Resolve customer issues and fulfill sales and service activities in accordance with approved procedures; manage or escalate complex customer situations and calls appropriately.
• Monitor branch sales and service performance, identify gaps and trends, and develop and implement action plans and improvements.
• Communicate goals, plans, and assignments; lead and coordinate implementation of new programs, products, processes, and regional or national initiatives.
• Monitor service request and problem-resolution processes for adherence to standards; provide technical training and support to branch employees.
• Plan and control branch operating expenses in accordance with forecasts.
• Maintain current knowledge of personal banking and credit card industries, products, practices, and trends.
• Build effective relationships with internal and external stakeholders and business partners; maintain knowledge of interdependent systems and related policies and procedures.
• Maintain the confidentiality of customer and Bank information and identify and report suspicious activity potentially related to money laundering.
• Comply with applicable legal and regulatory requirements and apply BMO’s Risk Management Framework and approved policies in role-related decisions.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• The total compensation package may include performance-based incentives, discretionary bonuses, and other perks and rewards.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree