BMO
Retail Banking
BranchManager
“Branch Manager at BMO. Skills: Sales, Customer Service, Management, Financial Products. Guide, direct, and coach employees to deliver exceptional service. Understand customer needs to provide sales and service”
What You'll Achieve.
Achieve customer experience and profitability goals; Maximize business growth and wallet share; Achieve customer retention and acquisition objectives; Achieve financial and customer service goals
Industry & Context.
Analytical and problem solving skills - In-depth; Recommends and implements solutions based on analysis of issues and implications for the business; 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, Making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, Complies with all legal and regulatory requirements for the jurisdiction
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
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
Build interdependent teams that collaborate across functional groups
and enable career development of top talent
Improve team performance
recognize and reward performance
Create innovative business development strategies
Develop and execute a branch business plan
Probe to understand customer personal banking and credit card 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 branch 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
Help determine business priorities
Conduct independent analysis and assessment
Work with internal stakeholders and colleagues
Monitor sales and service performance against plan
Break down strategic problems
Lead the implementation of new programs
products and processes
Coordinate the implementation of sales and service initiatives
Monitor service request and problem resolution processes
Provide technical training and support to branch employees
Plan and control unit operating expenses
Manage transactional outcomes for customer calls
Resolve complex or unresolved customer situations
Maintain current knowledge of personal banking and credit card industries
Build effective relationships with internal/external stakeholders
Maintain the confidentiality of customer and Bank information
Identify and report suspicious patterns of activity
Comply with all legal and regulatory requirements
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, Assists in the development of strategic plans, Builds the business plan for the branch, Implements, reviews, and revises work plans, Helps determine business priorities and best sequence for execution of business/group strategy, Leads the implementation of new programs, products and processes within the branch, Coordinates the implementation of national and regional sales and service initiatives
Applying for this Branch 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.