Bank Manager

Final date to receive applications: 07/14/2026 | Address: 10208 Park Plaza

Sales & Service branch manager who guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Works closely with BMO's purpose, values, and strategy to build confidence and increase sales and service activities.

• Guide, direct, and coach employees to deliver exceptional service.
• Understand the needs of BMO customers or prospects to provide sales and service in the best interests of the customer.
• 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 in compliance with legal and regulatory requirements.
• Act as an originator of consumer loans as defined by RegulationZ, RegulationG, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
• Obtain and maintain required Federal registration for mortgage licensing.
• Conduct background and credit history evaluations and comply with restrictions related to real‑estate agent capacity.
• Foster a culture aligned to BMO purpose, values and strategy and role‑model BMO values and behaviours.
• Ensure alignment between values and behaviour that fosters diversity and inclusion.
• Build interdependent teams that collaborate across functional and operating groups.
• Attract, retain, and enable the career development of top talent.
• Improve team performance, recognize and reward performance, coach employees, and manage poor performance.
• Develop and execute a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
• Conduct sales calls, establish personal referral networks, and perform other business development activities.
• Probe to understand customer personal banking and credit card needs, and integrate marketing promotions and programs into customer conversations.
• Conduct cold calls to prospective customers to develop new relationships.
• Develop and maintain a network in the community to enhance the Bank’s visibility and build a strong referral source.
• Participate in community activities and support the Bank’s community involvement.
• Maintain a high‑touch relationship with key branch customers and prospects.
• Resolve customer‑related issues using knowledge of bank services, products, and processes.
• Fulfil sales and service activities for the customer in accordance with approved procedures.
• Build the business plan for the branch.
• Influence and negotiate to achieve business objectives.
• Identify emerging issues and trends to inform decision‑making.
• Implement, review, and revise work plans, and help determine business priorities.
• Conduct independent analysis and assessment to resolve strategic issues.
• Ensure alignment between stakeholders.
• Establish relationships with business partners (e.g., CDC, Master Card, Sym Cor) to maintain knowledge of interdependent systems and related policies.
• Monitor sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps.
• Build effective relationships with internal and external stakeholders.
• Maintain confidentiality of customer and Bank information.
• Identify and report suspicious patterns of activity related to money laundering.
• Comply with all legal and regulatory requirements for the jurisdiction.
• Exercise judgment to identify, diagnose, and solve problems within given rules.
• Work independently on a range of complex tasks, which may include unique situations.
• Take measured risks while protecting the bank by applying the Risk Management Framework.

• Typically 4 – 6 years of relevant experience and a post‑secondary degree in a related field or equivalent combination of education and experience.
• Previous supervisory or management experience – preferred.
• 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…