Job Highlights
| Title |
Bank Manager |
| Type |
Full Time |
| Experience |
4-6 Years |
| Function |
Retail Banking Sales/Service |
| Location |
Stockton, CA, United States |
| Company |
BMO (USA) |
Company Profile
BMO is a leading North American bank and provides personal and commercial banking, global markets, and investment banking services.
Job Profile
The bank is searching for a Bank Manager who will guide, direct, and coach employees to deliver exceptional service to BMO customers and prospects.
Understands the needs of BMO customers or prospects 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 in compliance with legal and regulatory requirements and the Bank’s policies and processes.
US Only: Act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act).
Require a Federal registration with the Nationwide Mortgage Licensing System and Registry.
Education Level
Work Experience
- Typically, 4-6 years of relevant experience and or an equivalent combination of education and experience.
- Previous supervisory or management experience (preferred)
Duties/Responsibilities
- Attracts, retains, and enables the career development of top talent.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Broader work or accountabilities may be assigned as needed
- Builds effective relationships with internal/external stakeholders.
- Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
- Builds the business plan for the branch.
- Communicates goals, plans, and assignments to achieve financial and customer service goals.
- Complies with all legal and regulatory requirements for the jurisdiction.
- Conducts cold calls to prospective customers to develop new customer relationships.
- Conducts independent analysis and assessment to resolve strategic issues.
- Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
- Coordinates the implementation of national and regional sales and service initiatives.
- Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
- Develops and maintains a network in the community to enhance the Bank’s visibility and build a strong referral source for new potential business.
- Ensures alignment between stakeholders.
- Ensures alignment between values and behavior that fosters diversity and inclusion.
- Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Fosters a culture aligned to BMO purpose, values, and strategy and role models BMO values and behaviors in all that they do.
- Fulfills sales and service activities for the customer per approved procedures.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Identifies emerging issues and trends to inform decision-making.
- Implements, reviews, and revises work plans.
- Improves team performance, recognizes and rewards performance; coaches employees, supports their development, and manages poor performance.
- Influences and negotiates to achieve business objectives.
- Leads the implementation of new programs, products, and processes within the branch.
- Maintains a high-touch relationship with key branch customers and prospects within the market.
- Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
- Maintains the confidentiality of customer and Bank information.
- Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
- 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.
- Monitors the service request and problem-resolution processes for adherence to national standards.
- Plans and controls unit operating expenses following forecasts.
- 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.
- Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
- Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow-through.
- Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
- Resolves customer-related issues using knowledge of bank services, products, and processes.
- Supports the Bank’s community involvement and participates in community activities.
- Works independently on a range of complex tasks, which may include unique situations.
Skills/Knowledge/Abilities
- Advanced knowledge of competitive marketplace and trends in product offerings.
- Analytical and problem-solving skills (in-depth)
- Collaboration and team skills (in-depth)
- Data-driven, decision-making (in-depth)
- In-depth knowledge of retail banking products and services.
- Influence skills (in-depth)
- Technical proficiency gained through education or business experience.
- Verbal and written communication skills (in-depth)
- Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
- Working knowledge of branch operational processes and policies.
- Working knowledge of branch technologies, processes, and performance metrics.
Benefits/Perks
- The bank offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Employer’s Statement
BMO is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
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