Retail Banking Sales Service Manager

Drive retail banking sales and service with BMO through strategic customer conversations, referrals, and informed problem solving.

This Assistant Branch Manager role supports customer experience and profitability goals while guiding branch employees. You identify personal banking and credit card needs, integrate marketing promotions, and provide advice in customers’ best interests. The position also connects customers with other business groups and manages complex situations.

• Probe customer needs and provide strategic financial advice
• Integrate marketing promotions into customer conversations
• Identify referrals to appropriate internal business groups
• Resolve complex customer situations or escalate appropriately
• Analyze data and recommend performance improvements

• Three to five years of relevant experience typically expected
• Banking, sales, or customer service experience preferred
• Knowledge of competitive marketplace and product trends
• Working knowledge of branch processes and technologies
• Strong analytical, problem-solving, and influence skills

Use retail banking knowledge, sales judgment, and customer-focused problem solving to support BMO branch performance.