BMO
Retail Banking
BranchManagerTrainee
Neural analysis suggests this role is
optimal for Mid candidates.
“Branch Manager Trainee at BMO. 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.
Meet strategic 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.; 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.
May be placed in a branch within 100 km of your home location anywhere in the Alberta Central Market upon completion of your training., Take measured risks while protecting the bank by applying our Risk Management Framework.
What They're Looking For.
Must Have
Typically between 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 and values.
Build interdependent teams that collaborate.
and enable career development of top talent.
Improve team performance and manage 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.
Help determine business priorities.
Conduct independent analysis and assessment.
Work with internal stakeholders to leverage opportunities.
Ensure alignment between stakeholders.
Monitor sales and service performance.
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.
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.
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
Full Job Description
Application Deadline: 06/07/2026 Address: 5303 - 50th Street Job Family Group: Retail Banking Sales & Service ****Please note, you may be placed in a branch within 100 km of your home location anywhere in the Alberta Central Market upon completion of your training **** 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
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