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About the Role

This Bank Manager position supports our DeNovo branch expansion, offering the opportunity to launch new locations, shape team culture, and drive client growth. We seek creative individuals with a passion for business development and an entrepreneurial mindset focused on building community and networking relationships.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve business objectives.
• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing sales and service needs.
• Offers clients advice and guidance on available digital and self-serve options.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and Bank policies.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall customer experience.
• Contributes to business results and the overall experience delivered.
• May work at multiple branches or through various channels based on market needs; work schedule may differ.
• Follows through on risk and compliance processes and policies.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and ethical requirements.
• Maintains current knowledge of personal banking products, practices, and trends.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws and regulations.

Requirements

• Typically between 2 - 3 years of relevant experience.
• Post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passion for helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
• U.S. Only: This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry.
• A criminal background review and credit history evaluation will be required for this position.
• Restrictions on performing in a real estate agent capacity.

Skills

• Specialized knowledge
• Verbal & written communication skills - Good
• Organization skills - Good
• Collaboration & team skills - Good
• Analytical and problem solving skills - Good

Location

• 2675 Geary Blvd

Work Type

• Full-time
• Salaried

Experience Level

• 2-3 years relevant experience

Education Level

• Post-secondary degree in related field of study desirable or an equivalent combination of education and experience

Salary/Compensations

• $50,100.00 - $82,800.00

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

About the Company

• At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people.
• By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
• As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.
• We strive to help you make an impact from day one – for yourself and our customers.
• We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
• From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
• BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.
• Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.
• We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses.
• More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.
• As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.
• In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

Equal Opportunity

• BMO is proud to be an equal employment opportunity employer.
• We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics.
• We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
• BMO is committed to working with and providing reasonable accommodations to individuals with disabilities.
• If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.