Branch Operations Leader

2 weeks ago

San Francisco, California, United States Bank of Montreal Full time

Role Overview: The Branch Operations Leader is responsible for steering, mentoring, and guiding team members to provide outstanding service to clients and potential clients of the Bank of Montreal. This position requires a deep understanding of client needs to offer tailored financial solutions that align with their objectives.

Key Responsibilities:

  • Promote a culture that reflects the Bank's values and mission, demonstrating exemplary behavior in all interactions.
  • Ensure that diversity and inclusion are integral to the workplace environment.
  • Connect daily tasks to the Bank's mission, setting inspiring goals and clear expectations for team members.
  • Build collaborative teams that work across various departments to maximize value for all stakeholders.
  • Attract and nurture top talent, facilitating their professional growth and development.
  • Enhance team performance through recognition, coaching, and management of underperformance.
  • Develop and implement a strategic business plan for the branch to drive growth and achieve customer retention goals.
  • Engage in sales initiatives, establish a personal referral network, and pursue business development opportunities.
  • Assess customer needs in personal banking and credit services, integrating marketing strategies into discussions to provide informed advice.
  • Conduct outreach to potential clients to foster new relationships.
  • Establish a strong community presence to enhance the Bank's visibility and create referral opportunities.
  • Support community engagement initiatives and participate in local activities.
  • Maintain strong relationships with key clients and prospects.
  • Resolve customer issues by leveraging knowledge of banking products and services.
  • Execute sales and service tasks in accordance with established procedures.
  • Formulate the branch's business strategy.
  • Influence and negotiate effectively to meet business objectives.
  • Identify emerging trends and issues to guide decision-making.
  • Review and adjust work plans as necessary.
  • Determine business priorities and optimal execution sequences for strategies.
  • Conduct independent analyses to address strategic challenges.
  • Ensure stakeholder alignment throughout processes.
  • Build partnerships with business associates to maintain awareness of interconnected systems and policies.
  • Monitor performance metrics against targets to identify gaps and implement corrective actions.
  • Analyze data to provide insights and recommendations for strategic issues.
  • Communicate objectives and plans clearly to achieve financial and service goals.
  • Lead the rollout of new programs and processes within the branch.
  • Coordinate national and regional sales initiatives.
  • Oversee service request processes to ensure compliance with national standards.
  • Provide training and support to branch staff to enhance operational effectiveness.
  • Manage operating expenses in line with forecasts.
  • Handle complex customer inquiries or escalate as necessary.
  • Stay informed about industry trends and integrate this knowledge into customer interactions.
  • Foster effective relationships with both internal and external stakeholders.
  • Maintain confidentiality of customer and Bank information.
  • Report any suspicious activities that may indicate money laundering.
  • Adhere to all legal and regulatory requirements.
  • Exercise sound judgment in problem identification and resolution.
  • Work independently on complex tasks and unique situations.
  • Additional responsibilities may be assigned as needed.

Qualifications:

  • Typically requires 4-6 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience.
  • Previous experience in a supervisory or management role is preferred.
  • Comprehensive knowledge of retail banking products and services.
  • Advanced understanding of the competitive landscape and product offerings.
  • Familiarity with branch operational processes and policies.
  • Knowledge of branch technologies and performance metrics.
  • Understanding of applicable regulations and audit standards.
  • Technical proficiency gained through education and/or experience.
  • Strong collaboration and teamwork skills.
  • Excellent analytical and problem-solving abilities.
  • Influential communication skills.

Compensation: The salary for this position is competitive and commensurate with experience and qualifications.

Equal Opportunity Employer: The Bank of Montreal is committed to creating an inclusive environment and is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on any legally protected characteristics.

Commitment to Community: At the Bank of Montreal, we strive to create positive change in our communities and are dedicated to fostering an equitable and accessible workplace.

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