BMO
Retail Banking
AssistantBranchManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Assistant Branch Manager at BMO. Skills: Sales, Customer Service, Management, Financial Advice. Guide, direct, and coach employees to deliver exceptional service. Understand customer needs to provide sales and service”
What You'll Achieve.
Meet strategic customer experience and profitability goals; Set inspirational goals; Define clear expected outcomes; Ensure clear accountability for follow through; Achieve sales targets; Achieve service targets; Achieve referral targets
Industry & Context.
Analytical and problem solving skills - In-depth; Exercise judgment to identify, diagnose, and solve problems within given rules
What They're Looking For.
Must Have
3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience, 1-3 years of banking or customer service/sales or equivalent experience, General knowledge of retail banking products and services, General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives, Working knowledge of competitive marketplace and trends in product offerings, Working knowledge of branch operational processes and policies, Working knowledge of branch technologies, processes, and performance metrics, Specialized knowledge from education and/or business experience
Nice to Have
Previous supervisory or management experience
What You'll Do.
and coach employees to deliver exceptional service
Understand customer needs to provide sales and service
Advise customers on products and strategies
Identify and make referrals to other business groups
Support sales and customer service activities
Foster a culture aligned to BMO purpose
Ensure alignment between values and behaviour
Connect work to BMO's purpose
Build interdependent teams
and enable career development
Improve team performance
Recognize and reward performance
Support employee development
Manage poor performance
Probe to understand customer needs
Integrate marketing promotions into conversations
Coordinate service requests and problem resolution
Escalate for resolution
Develop and maintain a network in the community
Support Bank's community involvement
Participate in community activities
Resolve customer related issues
Fulfill sales and service activities
Provide input into area business and market plans
Establish relationships with business partners
Maintain knowledge of interdependent systems
Review results and performance measures
Address gaps and develop plans
Analyze data and information
Provide insights and recommendations
Provide technical training and support
Recommend improvements
Manage transactional outcomes
Resolve complex or unresolved customer situations
Maintain current knowledge of personal banking and credit card industries
Integrate industry knowledge into customer conversations
Build effective relationships with stakeholders
Maintain confidentiality of customer and Bank information
Identify and report suspicious patterns of activity
Comply with all legal and regulatory requirements
Think creatively and propose new solutions
Exercise judgment to identify
Work mostly independently
Take measured risks while protecting the bank
How You'll Work.
Team & Collaboration
Builds interdependent teams that collaborate across functional and operating groups; Establishes relationships with business partners (e. g. CDC, MasterCard, Symcor, etc.)
Communication Scope
Verbal & written communication skills - In-depth; Collaboration & team skills - In-depth; Analytical and problem solving skills - In-depth; Influence skills - In-depth
Full Job Description
Application Deadline: 06/09/2026 Address: 1360 Kingston Rd, Unit 15 Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank’s policies and processes. * Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. * Ensures alignment between values and behaviour that fosters diversity and inclusion. * Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. * Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. * Attracts, retains, and enables the career development of top talent. * Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer. * Coordinates service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalates for resolution. * Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business. * Supports the Bank’s community involvement and partici
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