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Branch Operations Leader

2 months ago

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

Position Overview: The Bank Manager is responsible for leading and mentoring staff to ensure outstanding service delivery to customers and prospects. This role requires a deep understanding of customer needs to effectively provide tailored financial solutions and advice.

Key Responsibilities:

  • Promote a culture that aligns with the Bank's values and strategic objectives.
  • Encourage diversity and inclusion within the team.
  • Set clear goals and expectations while ensuring accountability for outcomes.
  • Foster collaboration across various departments to maximize stakeholder value.
  • Attract and develop top talent to enhance team performance.
  • Implement a business strategy to drive growth and customer retention.
  • Conduct outreach to establish a personal referral network and enhance business development.
  • Assess customer needs for personal banking and credit services, integrating promotional offers into discussions.
  • Engage with potential customers through proactive outreach efforts.
  • Build and maintain a strong community presence to support business visibility.
  • Participate in community initiatives to strengthen the Bank's involvement.
  • Maintain relationships with key customers and address any service-related issues.
  • Ensure compliance with operational procedures while fulfilling customer service tasks.
  • Analyze market trends and customer feedback to inform strategic decisions.
  • Lead the implementation of new initiatives and programs within the branch.
  • Monitor performance metrics to identify areas for improvement and develop action plans.
  • Maintain confidentiality of customer information and adhere to legal requirements.

Qualifications:

  • 4 to 6 years of relevant experience with a degree in a related field or equivalent experience.
  • Previous experience in a supervisory or managerial role is preferred.
  • Comprehensive knowledge of retail banking products and services.
  • Understanding of competitive market dynamics and product trends.
  • Familiarity with branch operations and regulatory compliance.
  • Strong analytical and problem-solving skills.
  • Excellent interpersonal and communication abilities.

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

Equal Opportunity Employer: The Bank of Montreal is committed to fostering an inclusive workplace and considers all qualified applicants without regard to any protected characteristics.