Branch Manager in Training

2 months ago

Ottawa, Canada BMO Financial Group Full time

3775A Strandherd Drive Ottawa Ontario,K2J 4B1

Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide 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 the Bank’s policies and processes.
- Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
- Contributes to the achievement of 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 customer conversations to provide strategic advice in the best interests of the customer.
- Conducts cold calls to prospective customers to develop new customer relationships.
- Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.
- 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 for the customer 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 (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.
- Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.
- Breaks down strategic problems, and analyses data and information 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/external stakeholders.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with all legal and regulatory requirements for the jurisdiction.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an 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 knowledge of branch technologies, processes, and performance metrics.
- Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
- Technical proficiency gained through education and/or business experience.
- Verbal & written commu

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