BMO Financial Group
Retail Banking
BranchManagerTrainee
Neural analysis suggests this role is
optimal for Entry candidates.
“Branch Manager Trainee at BMO Financial Group. Skills: Sales, Customer Service, Branch Operations. Guide, direct, and coach employees to deliver exceptional service. Understand customer needs to provide sales and service”
What You'll Achieve.
Maximize business growth and wallet share; Achieve customer retention and acquisition objectives; Contribute to the achievement of business objectives; Achieve financial and customer service goals; Maintain operational and sales effectiveness; Protecting the bank by applying our Risk Management Framework
Industry & Context.
Analytical and problem solving skills - In-depth; Data driven decision making - In-depth; Identify emerging issues and trends to inform decision-making; Conduct independent analysis and assessment to resolve strategic issues; Break down strategic problems, and analyses data and information to provide insights and recommendations; Exercises judgment to identify, diagnose, and solve problems within given rules; Works independently on a range of complex tasks, which may include unique situations
What They're Looking For.
Must Have
4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience, In-depth knowledge of retail banking products and services, Advanced 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, Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives, Technical proficiency gained through education and/or 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
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
Develop and execute a branch business plan
Conduct sales calls and business development activities
Probe to understand customer needs
Conduct cold calls to prospective customers
Develop and maintain a network in the community
Support community involvement and participate in activities
Maintain a high-touch relationship with key customers
Resolve customer related issues
Fulfill sales and service activities
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 and sequence of execution
Conduct independent analysis and assessment
Ensure alignment between stakeholders
Establish relationships with business partners
Monitor sales and service performance
Develop and implement action plans
Break down strategic problems and analyze data
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 to 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 stakeholders
Maintain confidentiality of customer and Bank information
Identify and report suspicious patterns of activity
Comply with all legal and regulatory requirements
Exercise judgment to identify
Work independently on complex tasks
Take measured risks while protecting the bank
How You'll Work.
Team & Collaboration
Ensure alignment between stakeholders; Establish relationships with business partners; Build effective relationships with internal/external stakeholders; Collaborate with product team
Communication Scope
Verbal & written communication skills - In-depth
Process & Methodology
Implement, review, and revise work plans, Determine business priorities and best sequence for execution, Lead the implementation of new programs, products and processes, Coordinate the implementation of national and regional sales and service initiatives
Full Job Description
Application Deadline: 05/27/2026 Address: 595 8th Ave SW West Tower 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. * Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives. * Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities. * 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 prospective customers to develop new customer relationships. * 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 participates in community activities. * Maintains a high-touch relationship with key branch customers and prospects within the market. * Resolves customer related issues using knowledge of bank services, products, and processes. * Fulfills sales and service activities for the customer in accordance with approved procedures. * Builds the business plan for the branch. * Influences and negotiates to achieve business objectives. * Identifies emerging issues and trends to inform decision-making. * Imple
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