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Bank of Montreal

Runs Canadian and US banks for people and firms

Assistant Branch Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeToronto, ON, CanadaIn-person

About the Job

Requirements

  • Typically requires 3–5 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • Requires 1–3 years of banking, customer service, sales, or equivalent experience.
  • Requires general knowledge of retail banking products and services.
  • Requires general knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
  • Requires working knowledge of the competitive marketplace and trends in product offerings.
  • Requires working knowledge of branch operational processes and policies.
  • Requires working knowledge of branch technologies, processes, and performance metrics.
  • Requires specialized knowledge from education and/or business experience.
  • Requires in-depth verbal and written communication skills.
  • Requires in-depth collaboration and team skills.
  • Requires in-depth analytical and problem-solving skills.
  • Requires in-depth influence skills.
  • Requires taking measured risks while protecting the bank, applying the Risk Management Framework and Risk Culture, and making sound, risk-informed decisions within the approved Risk Appetite and applicable policies, laws, and regulations.

Responsibilities

  • Guides, directs, and coaches employees to deliver exceptional service to customers and prospects.
  • Understands customer and prospect needs and provides sales and service in their best interests.
  • 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 while complying with legal and regulatory requirements and bank policies and processes.
  • Fosters a culture aligned to the bank’s purpose, values, and strategy and models the bank’s values and behaviours.
  • Ensures alignment between values and behaviour that fosters diversity and inclusion.
  • Connects work to the bank’s purpose, sets goals, defines expected outcomes, and establishes accountability for follow-through.
  • Builds interdependent teams that collaborate across functional and operating groups.
  • Attracts, retains, and enables the career development of talent.
  • Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
  • Probes to understand customers’ personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Coordinates service requests and problem-resolution processes to ensure accurate completion and follow-up, or escalates issues for resolution.
  • Develops and maintains a community network to enhance the bank’s visibility and build referral sources for new business.
  • Supports the bank’s community involvement and participates in community activities.
  • Resolves customer-related issues using knowledge of bank services, products, and processes.
  • Fulfills sales and service activities for customers in accordance with approved procedures.
  • Provides input into area business and market plans to optimize new and existing business opportunities within the community.
  • Establishes relationships with business partners to maintain knowledge of interdependent systems and related policies and procedures.
  • Reviews results and performance measures against plans and standards, including sales, service, and referral targets, to address gaps and develop plans.
  • Analyzes data and information to provide insights and recommendations.
  • Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
  • Manages transactional outcomes for customer calls or defers them to appropriate internal business groups.
  • Resolves complex or unresolved customer situations or escalates them to the next higher manager.
  • Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates that knowledge into customer conversations.
  • Builds effective relationships with internal and external stakeholders.
  • Maintains the confidentiality of customer and bank information.
  • Identifies and reports suspicious patterns of activity suspected to be related to money laundering.
  • Complies with all legal and regulatory requirements for the jurisdiction.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within established rules.
  • Works mostly independently.
  • May be assigned broader work or accountabilities as needed.

Desired Qualifications

  • Previous supervisory or management experience is preferred.

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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