Bank Manager

1 day ago

Encino, California, United States BMO Financial Group Full time
Job Summary

We are seeking a highly skilled and experienced Bank Manager to join our team at BMO Financial Group. As a key member of our leadership team, you will be responsible for guiding and directing employees to deliver exceptional service to our customers and prospects.

Key Responsibilities
  • Understand customer needs 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.
  • Ensures alignment between values and behavior that fosters diversity and inclusion.
  • Regularly connects work to BMO's purpose, sets inspirational goals, 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.
  • 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.
  • Implements, reviews, and revises work plans.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Ensures alignment between stakeholders.
  • Establishes relationships with business partners to maintain knowledge of interdependent systems and related policies and procedures.
  • Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.
  • Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
  • Communicates goals, plans, and assignments to achieve financial and customer service goals.
  • Leads the implementation of new programs, products, and processes within the branch.
  • Coordinates the implementation of national and regional sales and service initiatives.
  • Monitors the service request and problem resolution processes for adherence to national standards.
  • Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
  • Plans and controls unit operating expenses in accordance with forecasts.
  • Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
  • Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
  • Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
  • Builds effective relationships with internal/external stakeholders.
  • Maintains the confidentiality of customer and Bank information.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with all legal and regulatory requirements for the jurisdiction.
Requirements
  • Typically between 6 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 - preferred.
  • 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.
What We Offer

We offer a competitive salary range of $56,000 to $104,000 per year, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are an equal opportunity/affirmative action employer and are committed to an inclusive, equitable, and accessible workplace. We strive to help you make an impact from day one – for yourself and our customers. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

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