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Branch Operations Leader

2 months ago

Pleasanton, California, United States Bank of Montreal Full time
Role Overview:

The Branch Operations Leader is responsible for steering, mentoring, and empowering team members to provide outstanding service to our valued customers and prospects at BMO.

This position requires a deep understanding of customer needs to deliver tailored sales and service solutions that align with their financial goals. The leader will also identify opportunities for referrals to other business units.

Key Responsibilities:

  • Promote a culture that reflects BMO's purpose, values, and strategic direction while exemplifying these values in daily operations.
  • Ensure that team behaviors align with values that support diversity and inclusion.
  • Connect daily tasks to BMO's overarching purpose, set motivating objectives, and maintain accountability for results.
  • Build collaborative teams that work across various functions to maximize value for all stakeholders.
  • Attract, nurture, and facilitate the professional growth of high-caliber talent.
  • Enhance team performance through recognition, coaching, and managing performance issues effectively.
  • Develop and implement a strategic business plan for the branch aimed at maximizing growth and achieving customer retention and acquisition targets.
  • Drive business development through proactive sales calls and establishing a personal referral network.
  • Understand customer banking and credit card needs, integrating marketing initiatives into customer discussions to provide strategic insights.
  • Engage with the community to elevate the Bank's profile and create a robust referral network.
  • Maintain strong relationships with key customers and prospects in the market.
  • Resolve customer issues by leveraging knowledge of banking services and products.
  • Monitor sales and service performance, identifying gaps and implementing action plans to enhance outcomes.
  • Lead the introduction of new programs, products, and processes within the branch.
  • Provide technical training and support to branch staff to ensure operational and sales effectiveness.
  • Maintain confidentiality of customer and Bank information while complying with all legal and regulatory standards.

Qualifications:

Typically requires 6 years of relevant experience along with a post-secondary degree in a related field or an equivalent combination of education and experience. Previous supervisory or management experience is preferred.

In-depth knowledge of retail banking products and services, along with a strong understanding of the competitive landscape and industry trends, is essential.

Skills in collaboration, analytical problem-solving, and influence are crucial for success in this role.