Full-Time

Bank Manager 2

Posted on 7/4/2026

Deadline 7/21/26
Bank of Montreal

Bank of Montreal

10,001+ employees

Personal, business banking and capital markets

Compensation Overview

$57.5k - $106.5k/yr

Vancouver, WA, USA

In Person

Bachelor's

Category
Retail (1)
Required Skills
Sales
Financial analysis
Risk Management
Customer Service
Data Analysis

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Requirements
  • 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.
  • In-depth knowledge of retail banking products and services.
  • Advanced knowledge of competitive marketplace and trends in product offerings.
  • Working knowledge of branch operational processes and policies.
  • Working knowledge of branch technologies, processes, and performance metrics.
  • Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
  • Technical proficiency gained through education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
Responsibilities
  • 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.
  • Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
  • Ensures alignment between values and behaviour that fosters diversity and inclusion.
  • Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
  • Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
  • Attracts, retains, and enables the career development of top talent.
  • Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
  • Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
  • Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
  • 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.
  • Conducts cold calls to prospective customers to develop new customer relationships.
  • Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.
  • Supports the Bank’s community involvement and participates in community activities.
  • Maintains a high-touch relationship with key branch customers and prospects within the market.
  • Resolves customer related issues using knowledge of bank services, products, and processes.
  • Fulfills sales and service activities for the customer in accordance with approved procedures.
  • Builds the business plan for the branch.
  • Influences and negotiates to achieve business objectives.
  • Identifies emerging issues and trends to inform decision-making.
  • Implements, reviews, and revises work plans.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • 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.
  • 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.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Communicates goals, plans, and assignments to achieve financial and customer service goals.
  • Leads the implementation of new programs, products and processes within the branch.
  • Coordinates the implementation of national and regional sales and service initiatives.
  • Monitors the service request and problem resolution processes for adherence to national standards.
  • Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
  • Plans and controls unit operating expenses in accordance with forecasts.
  • Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
  • Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
  • Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
  • Builds effective relationships with internal/external stakeholders.
  • Maintains the confidentiality of customer and Bank information.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with all legal and regulatory requirements for the jurisdiction.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Desired Qualifications
  • Previous supervisory or management experience - preferred.

Bank of Montreal (BMO) is a diversified financial services provider offering personal, business, and commercial banking, along with capital markets and wealth management, across Canada and the United States. Individuals use personal banking for everyday needs and loans, households can obtain mortgages and credit products, and businesses access commercial loans, treasury/cash management, and industry-specific advice. In capital markets, BMO assists clients with raising capital, trading, and research, while wealth management delivers investment strategies and asset management for portfolios. The company aims to help clients manage and grow their money through a full range of financial services for individuals, small businesses, large corporations, and public sector entities in North America.

Company Size

10,001+

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1988

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Simplify Jobs

Simplify's Take

What believers are saying

  • Q2 2026 net income rose 34% to $2.63 billion, with ROE reaching 13.0%.
  • March 26, 2026 investor day targeted above 15% ROE by 2028.
  • May 2026 Burgundy acquisition lifted Wealth Management, while Stonepeak sale sharpened focus.

What critics are saying

  • FCAC fined BMO $4 million on February 2, 2026 for 101,091 customer overcharges.
  • SEC settled a $40.7 million BMO Capital Markets bond-misrepresentation case in January 2025.
  • BMO recorded $202 million severance charges in Q1 2026, signaling continuing job cuts.

What makes Bank of Montreal unique

  • BMO unifies Canadian and U.S. banking on one North American platform.
  • Capital Markets and Wealth Management diversify earnings beyond spread-dependent lending.
  • April 2026 OLBB rollout strengthens BMO's SME proposition across Canada and the U.S.

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Benefits

Health Insurance

Tuition Reimbursement

Accident and Life Insurance

401(k) Retirement Plan

Professional Development Budget

Hybrid Work Options

Company News

MarketScreener
Aug 10th, 2026
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Vireo Growth Inc., a vertically integrated cannabis company, announced a $65 million senior secured asset-based revolving credit facility through certain indirect non-cannabis subsidiaries. The facility can expand to $85 million and further to $105 million via a $20 million accordion feature. Bank of Montreal leads the five-year facility as administrative agent, with BMO Capital Markets as arranger and bookrunner. Borrowings carry interest at Term SOFR plus 1.75% to 2%, or base rate plus 0.75% to 1%, depending on average availability. The company will use proceeds to refinance existing debt, fund working capital and capital expenditures, and finance permitted acquisitions. The facility is secured by substantially all assets of participating non-cannabis subsidiaries.

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Charles River Associates has expanded its credit facility to $400 million through a six-bank lending syndicate. The five-year agreement includes a $75 million term loan and a $325 million revolving credit facility, replacing a previous $300 million facility set to mature in August 2027. The revolving facility can be reduced to $250 million between 16 July and 15 January each year when working-capital requirements are lower. CRA will use proceeds to repay outstanding borrowings, support working capital, fund growth investments, and cover general corporate purposes. The lending group includes Bank of America, Citizens Financial Group, Eastern Bank, and Beacon Bank & Trust, with BMO and M&T Bank joining as new lenders. The expanded facility provides additional liquidity as the consulting firm invests in its global economic, financial, and management advisory operations.

Newswire
Aug 5th, 2026
High Tide closes $29M credit facilities with BMO to cut costs and boost flexibility

High Tide Inc. has closed C$40 million in senior secured credit facilities with Bank of Montreal, increasing financial flexibility and lowering capital costs. The facilities comprise a C$25 million revolving credit facility with a three-year term and a C$15 million delayed-draw term loan. The company used C$6 million from the revolving facility to repay its existing loan with ConnectFirst Credit Union. The remaining funds will support working capital, acquisitions, and investments. The delayed-draw term loan is intended to refinance High Tide's existing C$15 million second-lien debentures. High Tide operates Canna Cabana, Canada's largest cannabis retail chain with 229 domestic locations and one international store. The facilities are secured by substantially all company assets and subject to customary covenants.

ConnectCRE
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Peakhill secures $350M credit facility to expand multi-family lending across Canada

Peakhill Capital has secured a $350 million credit facility for its flagship Peakhill Income Opportunity LP to finance multi-family housing projects across Canada. The facility was arranged by Bank of Montreal, Toronto-Dominion Bank, and National Bank of Canada as co-lead arrangers, with three additional banking partners participating. The financing will allow the fund to grow its lending portfolio to more than $1.2 billion nationwide. Peakhill will continue focusing on bridge financing for multi-family projects transitioning to Canada Mortgage and Housing Corporation financing, as well as CMHC-insured construction loans. The fund's portfolio currently includes more than 230 mortgage investments across Canada. Toronto-based Peakhill manages a servicing portfolio exceeding $17 billion and has financed more than $4 billion across 600 transactions year-to-date.

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