Assistant Branch Manager

7 days ago


Cornwall, Canada BMO Full time
About the Role

We are seeking a highly skilled and experienced Assistant Branch Manager to join our team at BMO. As a key member of our branch leadership team, you will be responsible for guiding and coaching employees to deliver exceptional service to our customers and prospects.

Key Responsibilities
  • Foster a culture aligned to BMO's purpose, values, and strategy, and model BMO values and behaviors in all interactions.
  • Ensure alignment between values and behavior that promotes diversity and inclusion.
  • Regularly connect work to BMO's purpose, set inspirational goals, define clear expected outcomes, and ensure clear accountability for follow-through.
  • Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
  • Attract, retain, and enable the career development of top talent.
  • Improve team performance, recognize and reward performance, coach employees, support their development, and manage poor performance.
  • Proactively understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.
  • Coordinate service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalate for resolution.
  • Develop and maintain a network in the community to enhance the Bank's visibility and build a strong referral source for new potential business.
  • Support the Bank's community involvement and participate in community activities.
  • Resolve customer-related issues using knowledge of bank services, products, and processes.
  • Fulfill sales and service activities for the customer in accordance with approved procedures.
  • Provide input into area business and market plans to optimize new and existing business opportunities within the community.
  • Establish relationships with business partners (e.g., CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.
  • Review results and performance measures against plans and standards (e.g., sales targets, service targets, referral targets) to address gaps and develop plans.
  • Analyze data and information to provide insights and recommendations.
  • Provide technical training and support to branch employees to maintain operational and sales effectiveness and recommend improvements.
  • Manage transactional outcomes for customer calls or defer to appropriate internal business groups.
  • Resolve complex or unresolved customer situations or escalate to the next higher manager for resolution.
  • Maintain current knowledge of personal banking and credit card industries, practices, and trends and integrate into customer conversations.
  • Build effective relationships with internal/external stakeholders.
  • Maintain the confidentiality of customer and Bank information.
  • Identify and report suspicious patterns of activity that are suspected to be related to money laundering.
  • Comply with all legal and regulatory requirements for the jurisdiction.
Requirements
  • Typically between 3-5 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • 1-3 years of banking or customer service/sales or equivalent experience.
  • Previous supervisory or management experience - preferred.
  • General knowledge of retail banking products and services.
  • General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
  • Working 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.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.


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