BMO Financial Group
Retail Banking
BranchManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Branch Manager at BMO Financial Group. Skills: Sales, Customer service, Business development. 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; Achieve customer retention and acquisition objectives; Maximize branch revenues, sales, and customer satisfaction; Minimize operating losses; Maximize business growth and wallet share; Achieve financial and customer service goals
Industry & Context.
Analytical and problem solving skills - In-depth; Data driven decision making - In-depth; Recommends and implements solutions based on analysis of issues and implications; Conducts independent analysis and assessment to resolve strategic issues; Breaks down strategic problems, and analyses data and information to provide insights and recommendations; Exercises judgment to identify, diagnose, and solve problems within given rules
Take measured risks while protecting the bank by applying our Risk Management Framework
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
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
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
and referral opportunities
Ensure alignment between stakeholders
Monitor sales and service performance
Break down strategic problems
Lead the implementation of new programs
Coordinate the implementation of initiatives
Monitor service request and problem resolution processes
Provide technical training and support
Plan and control unit operating expenses
Manage transactional outcomes
Resolve complex or unresolved customer situations
Maintain current knowledge of personal banking
Build effective relationships with stakeholders
Maintain the confidentiality of customer 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
Full Job Description
Application Deadline: 06/09/2026 Address: 382 Yonge Street, Unit 4 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. * Creates innovative business development strategies, including collaborating with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating losses. * Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives. * 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. * Conducts cold calls to
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