Bank Manager II

Job Description

Final date to receive applications: 03/08/2026 Address: 11111A N. Wolfe Rd.

• Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects.
• Understands customer needs and provides 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 Bank policies.
• Acts as an originator of consumer loans (U.S. Only) and maintains required federal registration.
• Fosters a culture aligned to BMO purpose, values and strategy and models BMO values and behaviors.
• Ensures alignment between values and behavior that fosters diversity and inclusion.
• Builds interdependent teams that collaborate across functional and operating groups.
• 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 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 conversations.
• Conducts cold calls to prospective customers to develop new relationships.
• Develops and maintains a community network to enhance the Bank’s visibility and build referral sources.
• 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 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 such as CDC, Master Card, and Symcor to maintain knowledge of interdependent systems.
• Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develops action plans to close gaps.
• Breaks down strategic problems and analyzes data 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 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.
• Focus is primarily on…