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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expert knowledge of retail banking products, branch operational processes, and applicable regulations while effectively leading teams to achieve sales and customer service goals. Proven ability to develop business strategies, foster collaboration, and drive performance improvements in a customer-centric environment.
Highest-signal resume keywords
Retail Banking ExpertiseBranch Operational ProcessesRegulatory ComplianceTeam LeadershipData-Driven Decision Making
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentMarket AnalysisFinancial Objective AdvisingPerformance Metrics MonitoringRisk Management Framework Application
Soft Skills
Expert Communication SkillsInfluence SkillsProblem-Solving SkillsCollaboration SkillsAbility to Manage Ambiguity
Tools & Technologies
Branch TechnologiesCustomer Relationship Management Systems
Certifications & Qualifications
SIEState Life & Health InsuranceSeries 6Series 63Series 65Series 7Series 66
Industry Keywords
Customer ExperienceDiversity and InclusionBusiness DevelopmentFinancial ServicesCompliance Standards
About the role
Key responsibilities & impact- Guide, direct, and coach employees to deliver exceptional service to BMO customers and prospects
- Understand customer needs and provide sales and service in the customer’s best interests
- Advise customers on products and strategies that meet financial objectives
- Identify and make referrals to other business groups
- Support sales and customer service activities to meet customer experience and profitability goals
- Foster a culture aligned to BMO’s purpose, values, and strategy
- Promote diversity and inclusion
- Set inspirational goals, define expected outcomes, and ensure accountability
- Build collaborative teams across functional and operating groups
- Attract, retain, and develop top talent
- Improve team performance, recognize and reward performance, coach employees, and manage poor performance
- Develop, maintain, and execute market, sales, and branch business plans
- Create business development strategies to grow the business and maximize branch revenues and customer satisfaction
- Develop customer relationships, conduct cold calls, and build community referral networks
- Address escalated sales and relationship management issues
- Monitor account and client relationship performance
- Serve as a trusted advisor to senior leaders and a subject matter expert on regulations and policies
- Recommend measures to improve organizational effectiveness and resolve strategic issues
- Lead stakeholder relationships, including with regulators when applicable
- Leverage sales, fulfillment, and referral opportunities to improve share of wallet and acquire customers
- Monitor sales and service performance, identify gaps, and implement action plans
- Analyze data and information to provide insights and recommendations
- Develop communications strategies and ensure consistent messaging
- Communicate goals, plans, and assignments to achieve financial and customer service goals
- Lead implementation of new programs, products, processes, and operational initiatives within the branch
- Coordinate national and regional sales and service initiatives
- Plan and control unit operating expenses
- Resolve complex customer situations or escalate them for resolution
- Maintain confidentiality of customer and Bank information
- Identify and report suspicious activity related to money laundering
- Comply with legal and regulatory requirements
- Apply BMO’s Risk Management Framework and make sound, risk-informed decisions
Requirements
What you’ll need- Typically 9+ years of relevant experience
- Post-secondary degree in a related field of study or an equivalent combination of education and experience
- Previous supervisory or management experience
- Expert knowledge of retail banking products and services
- Expert knowledge of competitive marketplace and trends in product offerings
- Expert knowledge of all branch operational processes and policies
- Expert knowledge of branch technologies, processes, and performance metrics
- Expert knowledge of applicable regulations, audit standards, and related policies, procedures, and directives
- Licensing and registration requirements as determined by the activities performed, jurisdiction, and legal entity
- For regulated securities or insurance activities, applicable licenses and registrations may be required, including SIE, State Life & Health Insurance, Series 6, 63, 65, 7, or 66
- Seasoned expert with extensive industry knowledge
- Technical leader viewed as a thought leader for innovation
- Expert verbal and written communication skills
- Expert analytical and problem-solving skills
- Expert influence skills
- Expert collaboration and team skills, with a focus on cross-group collaboration
- Ability to manage ambiguity
- Expert data-driven decision-making skills
Benefits
Comp & perks- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Equal employment opportunity
- Reasonable accommodations for individuals with disabilities