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Bank of Montreal

Runs Canadian and US banks for people and firms

De Novo Financial Center Manager

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

About the Job

Requirements

  • Typically, candidates have 5–7 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 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 as a consumer-loan originator; the Bank will instruct the employee on registration requirements.
  • The role requires a criminal background review and credit history evaluation.
  • The employee must comply with legal and regulatory requirements applicable to the jurisdiction.
  • The employee must maintain the confidentiality of customer and Bank information.
  • The employee must identify and report suspicious activity patterns suspected to be related to money laundering.
  • The employee must apply the Bank’s Risk Management Framework and Risk Culture, make sound risk-informed decisions, protect assets, and comply with applicable 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 make referrals to other business groups.
  • Support sales and customer-service activities to meet strategic customer-experience and profitability goals while complying with legal, regulatory, and Bank requirements.
  • Foster a culture aligned with the Bank’s purpose, values, and strategy, and role-model those values and behaviours.
  • Promote alignment between values and behaviours that supports diversity and inclusion.
  • Connect work to the Bank’s purpose, set goals and expected outcomes, and ensure accountability for follow-through.
  • Build collaborative teams across functional and operating groups.
  • Attract, retain, and support the career development of 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 business and revenue, increase sales and customer satisfaction, and minimize operating losses.
  • Develop and execute a branch business plan to grow the business and wallet share and meet customer-retention and acquisition objectives.
  • Understand customers’ personal-banking and credit-card needs, and integrate marketing promotions and programs into customer conversations to provide strategic advice.
  • Call prospective customers to develop new customer relationships.
  • Develop and maintain community networks to increase the Bank’s visibility and generate referrals.
  • 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 issues using knowledge of Bank services, products, and processes.
  • Fulfill customer sales and service activities in accordance with approved procedures.
  • Recommend and implement solutions based on analysis of business issues and 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 decisions.
  • Implement, review, and revise work plans.
  • Help determine business priorities and execution sequencing for business and group strategies.
  • 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 customers, and provide financial services.
  • Ensure alignment among stakeholders.
  • Monitor sales and service performance against plans, identify gaps and best practices, and implement action plans to address performance gaps and issues.
  • Analyze strategic problems and data to provide insights and recommendations.
  • Communicate goals, plans, and assignments to achieve financial and customer-service objectives.
  • Lead 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 and recommend improvements to maintain operational and sales effectiveness.
  • Plan and control unit operating expenses in accordance with forecasts.
  • Manage transactional outcomes for customer calls or refer them to appropriate internal business groups.
  • Resolve complex or unresolved customer situations or escalate them to the next-level manager.
  • Maintain current knowledge of personal-banking and credit-card industries, practices, and trends and incorporate it into customer conversations.
  • Build effective relationships with internal and external stakeholders.
  • Comply with legal and regulatory requirements for the jurisdiction.
  • 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.
  • Perform other broader work or accountabilities as assigned.

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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