BMO

Retail Banking

BankManager

$3–3k Middleton, Wisconsin, United States FULL TIME
The Brief

“Bank 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; Maximize branch revenues, sales, and customer satisfaction; Minimize operating losses; Maximize business growth and wallet share; Achieve customer retention and acquisition objectives; Achieve financial and customer service goals

Industry & Context.

Retail Banking
Problems you'll solve

Analytical and problem solving skills - In-depth; Exercises judgment to identify, diagnose, and solve problems within given rules; Conducts independent analysis and assessment to resolve strategic issues; Breaks down strategic problems, and analyses data and information to provide insights and recommendations

Eligibility Requirements

Consumer loan originator as defined by Regulation Z, Regulation G, and the S. A. F. E. Act, Federal registration with NMLS, Criminal background review, Credit history evaluation, Restrictions on performing in a real estate agent capacity

What They're Looking For.

Must Have

5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience, Previous supervisory or management experience, In-depth knowledge of retail banking products and services, In-depth knowledge of competitive marketplace and trends in product offerings, In-depth knowledge of all branch operational processes and policies, In-depth knowledge of branch technologies, processes, and performance metrics, In-depth knowledge of applicable regulations, audit standards, and related policies, procedures, and directives, Deep knowledge and technical proficiency gained through extensive education and business experience, Verbal & written communication skills - In-depth, Collaboration & team skills - In-depth, Analytical and problem solving skills - In-depth, Influence skills - In-depth, Data driven decision making - In-depth, Federal registration with the Nationwide Mortgage Licensing System and Registry

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 and values

Ensure alignment between values and behavior

Connect work to BMO's purpose

Build interdependent teams

and enable career development

Improve team performance

Create innovative business development strategies

Develop and execute a branch business plan

Probe to understand customer needs

Conduct cold calls to prospective customers

Develop and maintain a network in the community

Support the Bank’s community involvement

Maintain a high-touch relationship with key customers

Resolve customer related issues

Fulfill sales and service activities

Recommend and implement solutions

Assist in the development of strategic plans

Build the business plan for the branch

Influence and negotiate to achieve business objectives

Identify emerging issues and trends

and revise work plans

Determine business priorities

Conduct independent analysis and assessment

Work with internal stakeholders and colleagues

Ensure alignment between stakeholders

Monitor sales and service performance

Break down strategic problems

Lead the implementation of new programs

Coordinate the implementation of sales and service initiatives

Monitor service request and problem resolution processes

Provide technical training and support

Plan and control unit operating expenses

Manage transactional outcomes

Resolve complex customer situations

Maintain current knowledge of personal banking and credit card industries

Build effective relationships with stakeholders

Maintain the confidentiality of customer and Bank information

Identify and report suspicious patterns of activity

Comply with all legal and regulatory requirements

Provide specialized consulting

analytical and technical support

Exercise judgment to identify

Handle non-routine situations

Take measured risks while protecting the bank

How You'll Work.

Team & Collaboration

Builds interdependent teams that collaborate across functional and operating groups; Works with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities; Ensures alignment between stakeholders

Communication Scope

Verbal & written communication skills - In-depth

Process & Methodology

Develops and executes a branch business plan, Implements, reviews, and revises work plans, Helps determine business priorities and best sequence for execution of business/group strategy

Free ATS check

Applying for this Bank Manager role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about BMO?

Real rants from real employees. Read before you apply.

Read Company Rants →