Branch Manager In Training

Guides, directs, and coaches 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.

• Verbal & written communication skills - In-depth.
• Data driven decision making - In-depth.
• Fulfills sales and service activities for the customer in accordance with approved procedures.
• Implements, reviews, and revises work plans.
• Resolves customer related issues using knowledge of bank services, products, and processes.
• Advanced knowledge of competitive marketplace and trends in product offerings.
• Conducts independent analysis and assessment to resolve strategic issues.
• Technical proficiency gained through education and/or business experience.
• Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
• Collaboration & team skills - In-depth.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• 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.
• Builds the business plan for the branch.
• Plans and controls unit operating expenses in accordance with forecasts.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
• Broader work or accountabilities may be assigned as needed. Qualifications:
• Working knowledge of branch operational processes and policies.
• Previous supervisory or management experience - preferred.
• Coordinates the implementation of national and regional sales and service initiatives.
• Analytical and problem solving skills - In-depth.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• In-depth knowledge of retail banking products and services.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
• Leads the implementation of new programs, products and processes within the branch.
• Complies with all legal and regulatory requirements for the jurisdiction.
• Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.
• Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
• Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
• Conducts cold calls to prospective customers to develop new customer relationships.
• Maintains a high-touch relationship with key branch customers and prospects within the market.
• Monitors the service request and problem resolution processes for adherence to national standards.
• Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
• Supports the Bank’s community involvement and participates in community activities.
• Influences and negotiates to achieve business objectives.
• Maintains the confidentiality of customer and Bank information.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Working knowledge of branch technologies, processes, and performance metrics.
• 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.
• Works independently on a range of complex tasks, which may include unique situations.
• Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
• Influence skills - In-depth.
• Identifies emerging issues and trends to inform decision-making.
• Communicates goals, plans, and assignments to achieve financial and customer service goals.
• Builds effective relationships with internal/external stakeholders.
• 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.
• Ensures alignment between stakeholders.
• Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.

We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.