Branch Manager in Training

7 months ago


Vancouver, Canada BMO Financial Group Full time

595 Burrard Street Vancouver British Columbia,V7X 1L7

Boldly Grow the Good.

Join BMO's customer satisfaction award winning Personal Banking team as a Branch Manager In Training for the Vancouver & Sunshine Coast Market where you'll learn through our online, self-directed education, peer and partner mentorship, and live branch coaching observations with other successful leaders in the market up to a 12 month period and then become a leader of a branch of your own. This team and the leadership group cares about you and your development which means you can pave the way to drive your skills, learning and career growth with BMO

Bring your creative winning spirit and energy to lead, collaborate, inspire and coach a Personal Banking sales and service team along with creating and executing on business planning, community engagement, and branch operational engagements and initiatives. This is a chance to accelerate your career and live in one of the most desirable cities, a thriving economy, and a bounty of opportunities balanced with a comfortable lifestyle.

**NOTE: This role requires 100% flexibility to work at any branch in the Vancouver & Sunshine Coast market.**

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


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