Bank Manager

1 day ago

Daly City, 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
  • Builds interdependent teams that collaborate across functional and operating groups
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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 4 - 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

Salary: $61, $114,400.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

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