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Bank of Montreal

Runs Canadian and US banks for people and firms

Financial Center Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeMission Viejo, CA, USAIn-person

About the Job

Requirements

  • Typically requires 5 to 7 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • Previous supervisory or management experience is required.
  • In-depth knowledge of retail banking products and services is required.
  • In-depth knowledge of the competitive marketplace and trends in product offerings is required.
  • In-depth knowledge of all branch operational processes and policies is required.
  • In-depth knowledge of branch technologies, processes, and performance metrics is required.
  • In-depth knowledge of applicable regulations, audit standards, and related policies, procedures, and directives is required.
  • Deep knowledge and technical proficiency gained through extensive education and business experience are required.
  • In-depth verbal and written communication skills are required.
  • In-depth collaboration and team skills are required.
  • In-depth analytical and problem-solving skills are required.
  • In-depth influence skills are required.
  • In-depth data-driven decision-making skills are required.
  • The role requires federal registration with the Nationwide Mortgage Licensing System and Registry; the Bank will instruct the employee on registration requirements.
  • A criminal background review and credit history evaluation are required.
  • The role is subject to restrictions on performing in a real estate agent capacity.
  • The employee must maintain confidentiality of customer and Bank information and comply with applicable legal and regulatory requirements.
  • The employee must identify and report suspicious patterns of activity suspected to be related to money laundering.
  • The employee is expected to make risk-informed decisions in accordance with the Bank’s Risk Management Framework, Risk Culture, approved Risk Appetite, policies, standards, procedures, laws, and regulations.

Responsibilities

  • Guide, direct, and coach employees to deliver exceptional service to customers and prospects.
  • Understand customer and prospect needs and provide sales and service in their best interests.
  • Advise customers on products and strategies that meet their financial objectives.
  • Identify and refer customers to other business groups.
  • Support sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and Bank policies and processes.
  • Foster a culture aligned with the Bank’s purpose, values, and strategy, role-modeling those values and behaviors.
  • Promote alignment between values and behavior to foster diversity and inclusion.
  • Connect work to the Bank’s purpose, set goals, define expected outcomes, and ensure accountability for follow-through.
  • Build interdependent teams that collaborate across functional and operating groups.
  • Attract, retain, and enable the career development of top talent.
  • Improve team performance, recognize and reward performance, coach employees, support their development, and manage poor performance.
  • Create business development strategies, collaborate with Bank partners to grow the business, maximize branch revenues, sales, and customer satisfaction, and minimize operating losses.
  • Develop and execute a branch business plan to maximize business growth and wallet share and meet customer retention and acquisition objectives.
  • Identify customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice.
  • Conduct cold calls to prospective customers to develop new customer relationships.
  • Develop and maintain a community network to enhance the Bank’s visibility and build referral sources for potential business.
  • Support the Bank’s community involvement and participate in community activities.
  • Maintain high-touch relationships with key branch customers and prospects in the market.
  • Resolve customer-related issues using knowledge of Bank services, products, and processes.
  • Fulfill sales and service activities for customers in accordance with approved procedures.
  • Recommend and implement solutions based on analysis of issues and their business implications.
  • Assist in developing strategic plans and build the branch business plan.
  • Influence and negotiate to achieve business objectives.
  • Identify emerging issues and trends to inform decision-making.
  • Implement, review, and revise work plans.
  • Help determine business priorities and the best sequence for executing business or group strategy.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • Work with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities, improve share of wallet, acquire new customers, and provide full financial services to customers.
  • Ensure alignment among stakeholders.
  • Monitor sales and service performance against plan, identify gaps, issues, and best practices, and develop and implement action plans to close performance gaps and resolve issues.
  • Analyze strategic problems and data to provide insights and recommendations.
  • Communicate goals, plans, and assignments to achieve financial and customer service goals.
  • Lead the implementation of new programs, products, and processes within the branch.
  • Coordinate implementation of national and regional sales and service initiatives.
  • Monitor service request and problem-resolution processes for adherence to national standards.
  • Provide technical training and support to branch employees to maintain operational and sales effectiveness and recommend improvements.
  • Plan and control unit operating expenses in accordance with forecasts.
  • Manage transactional outcomes for customer calls or defer them to appropriate internal business groups.
  • Resolve complex or unresolved customer situations or escalate them to the next higher manager.
  • Maintain current knowledge of personal banking and credit card industries, practices, and trends and integrate that knowledge into customer conversations.
  • Build effective relationships with internal and external stakeholders.
  • Provide specialized consulting, analytical, and technical support.
  • Exercise judgment to identify, diagnose, and solve problems within established rules.
  • Work independently and regularly handle non-routine situations.
  • Undertake broader work or accountabilities as assigned.
  • Take measured risks while protecting the Bank, applying its Risk Management Framework and making sound decisions aligned with business strategy, asset protection, policies, laws, and regulations.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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