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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-timeMarkham, ON, CanadaIn-person

About the Job

Requirements

  • Typically, candidates have 3 to 5 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • Candidates have 1 to 3 years of banking, customer service, sales, or equivalent experience.
  • Candidates have general knowledge of retail banking products and services.
  • Candidates have general knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
  • Candidates have working knowledge of the competitive marketplace and trends in product offerings.
  • Candidates have working knowledge of branch operational processes and policies.
  • Candidates have working knowledge of branch technologies, processes, and performance metrics.
  • Candidates have specialized knowledge gained through education and/or business experience.
  • Candidates have in-depth verbal and written communication skills.
  • Candidates have in-depth collaboration and team skills.
  • Candidates have in-depth analytical and problem-solving skills.
  • Candidates have in-depth influence skills.

Responsibilities

  • Guide, direct, and coach employees to deliver exceptional service to customers and prospects.
  • Understand customer needs and advise customers on products and strategies that meet their financial objectives and serve their best interests.
  • Identify and make referrals to other business groups.
  • Support 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.
  • Foster a culture aligned to the Bank’s purpose, values, and strategy, and model those values and behaviours.
  • Promote diversity and inclusion through alignment of values and behaviour.
  • Connect work to the Bank’s purpose, set goals and 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.
  • Probe to understand customers’ personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice in customers’ best interests.
  • Coordinate service requests and problem-resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalate issues for resolution.
  • 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.
  • Resolve customer-related issues using knowledge of Bank services, products, and processes.
  • Fulfill customer sales and service activities in accordance with approved procedures.
  • Provide input into area business and market plans to optimize new and existing business opportunities in the community.
  • Establish relationships with business partners, including CDC, MasterCard, and Symcor, to maintain knowledge of interdependent systems and related policies and procedures.
  • Review results and performance measures against plans and standards, including sales, service, and referral targets, to address gaps and develop plans.
  • Analyze data and information to provide insights and recommendations.
  • Provide technical training and support to branch employees to maintain operational and sales effectiveness, and recommend improvements.
  • 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.
  • Maintain the confidentiality of customer and Bank information.
  • Identify and report suspicious patterns of activity suspected to be related to money laundering.
  • Comply with all legal and regulatory requirements for the jurisdiction.
  • Think creatively and propose new solutions.
  • Exercise judgment to identify, diagnose, and solve problems within established rules.
  • Work mostly independently.
  • Apply the Risk Management Framework in role execution, make sound risk-informed decisions aligned with business strategy and approved risk appetite, protect assets, and comply with applicable policies, standards, procedures, laws, and regulations.

Desired Qualifications

  • Previous supervisory or management experience.

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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