Bank Manager

BMO • Irvine, CA

1d • $65,000 - $140,000

About The Position

BMO is hiring a Forward Hire Branch Manager to support Irvine and surrounding communities. The role involves building and leading high-performing teams, driving business growth, deepening customer relationships, and delivering operational excellence while preparing for placement into a permanent Branch Manager position within the market. Flexibility to support multiple locations within the market is required.

The manager guides and coaches employees to provide customer-focused banking services, advises customers on products and strategies that support their financial objectives, and makes referrals to other business groups. The role is responsible for branch business planning, sales and service performance, customer retention and acquisition, employee development, operational effectiveness, and compliance with applicable policies and regulations. The position also builds community relationships and supports BMO’s community involvement.

In the U.S., 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.
• Flexibility to support multiple locations within the market.
• 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, and coach employees to deliver exceptional service and meet customer needs.
• Foster a culture aligned with BMO’s purpose, values, strategy, diversity, and inclusion commitments.
• Set goals and expected outcomes, establish accountability, build collaborative teams, and support employee development and performance management.
• Develop and execute the branch business plan to maximize growth, wallet share, customer retention, and acquisition.
• Conduct sales calls, cold calls, and other business development activities; establish a personal referral network.
• Understand customers’ personal banking and credit card needs and provide relevant advice and product referrals.
• Build and maintain community relationships, enhance the Bank’s visibility, and participate in community activities.
• Maintain high-touch relationships with key branch customers and prospects within the market.
• Resolve customer issues and fulfill sales and service activities in accordance with approved procedures.
• Influence and negotiate to achieve business objectives; identify emerging issues and trends and conduct analysis to support decisions.
• Develop and implement work plans, set business priorities, and ensure stakeholder alignment.
• Establish relationships with business partners to maintain knowledge of interdependent systems, policies, and procedures.
• Monitor sales and service performance against plans, identify gaps and best practices, and implement action plans.
• Communicate goals, plans, and assignments to achieve financial and customer service objectives.
• Lead the implementation of new programs, products, processes, and regional or national sales and service initiatives within the branch.
• Monitor service requests and problem resolution for adherence to national standards.
• Provide technical training and support to branch employees and recommend improvements.
• Plan and control branch operating expenses in accordance with forecasts.
• Manage customer-call outcomes or refer matters to appropriate internal business groups; resolve complex cases or escalate them as appropriate.
• Maintain current knowledge of personal banking and credit card industries, practices, and trends.
• Build effective relationships with internal and external stakeholders.
• Maintain the confidentiality of customer and Bank information.
• Identify and report suspicious activity patterns suspected to be related to money laundering.
• Comply with applicable legal and regulatory requirements and apply BMO’s risk management framework when making decisions.
• Perform other broader work or accountabilities as assigned.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in total compensation.

What This Job Offers

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