Bank Manager - Thousand Oaks, CA
Company: BMO Financial Group
Location: Thousand Oaks
Posted on: February 10, 2024
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 Banks policies and processes.
U.S. Only: This position will act as an originator of consumer
loans as defined by Regulation Z, Regulation G, and the Secure and
Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
This position will require a Federal registration with the
Nationwide Mortgage Licensing System and Registry. The Bank will
instruct you on the registration requirements needed to comply with
this requirement. A criminal background review and credit history
evaluation will be required for this position as well as
restrictions on performing in a real estate agent capacity.
+ Fosters a culture aligned to BMO purpose, values and strategy and
role models BMO values and behaviours in all that they do.
+ Ensures alignment between values and behaviour that fosters
diversity and inclusion.
+ Regularly connects work to BMO's purpose, sets inspirational
goals, defines clear expected outcomes, and ensures clear
accountability for follow through.
+ Builds interdependent teams that collaborate across functional
and operating groups to create the highest value for all
+ Attracts, retains, and enables the career development of top
+ Improves team performance, recognizes and rewards performance,
coaches employees, supports their development, and manages poor
+ Develops and executes a branch business plan to maximize business
growth and wallet share and achieve customer retention and
+ 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
+ Develops and maintains a network in the community to enhance the
Banks visibility and builds a strong referral source for new
+ Supports the Banks community involvement and participates in
+ 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
+ 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
+ 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
+ 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
+ Plans and controls unit operating expenses in accordance with
+ 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
+ Builds effective relationships with internal/external
+ Maintains the confidentiality of customer and Bank
+ 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
+ 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.
+ 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
+ Working knowledge of branch operational processes and
+ Working knowledge of branch technologies, processes, and
+ Working knowledge of applicable regulations, audit standards, and
related policies, procedures, and directives.
+ Technical proficiency gained through education and/or business
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Compensation and Benefits:**
$56,000.00 - $80,000.00
The base salary represents BMO Financial Groups hiring range for
this position. Actual salaries will vary and will be based on
various factors, such as location, skills, experience, and
qualification for the role. Salaries for part-time roles will be
pro-rated based on number of hours regularly worked.
Base salary is one component of BMO Financial Groups total
compensation package for employees, which may include
performance-based incentives, commissions or discretionary bonuses,
as well as other perks and rewards. BMO also offers health
insurance, tuition reimbursement, accident and life insurance, and
retirement savings plans. To view more details of our benefits,
please visit: www.bmousbenefits.com .
**Were here to help**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in
business and life. It calls on us to create lasting, positive
change for our customers, our communities and our people. By
working together, innovating and pushing boundaries, we transform
lives and businesses, and power economic growth around the
As a member of the BMO team you are valued, respected and heard,
and you have more ways to grow and make an impact. We strive to
help you make an impact from day one for yourself and our
customers. Well support you with the tools and resources you need
to reach new milestones, as you help our customers reach theirs.
From in-depth training and coaching, to manager support and
network-building opportunities, well help you gain valuable
experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO is committed to an inclusive, equitable and accessible
workplace. By learning from each others differences, we gain
strength through our people and our perspectives. BMO is an equal
opportunity/affirmative action employer. All qualified applicants
will receive consideration for employment without regard to sex,
gender identity, sexual orientation, race, color, religion,
national origin, disability, protected Veteran status, age, or any
other characteristic protected by law. Accommodations are available
on request for candidates taking part in all aspects of the
selection process. To request accommodation, please contact your
Note to Recruiters: BMO does not accept unsolicited resumes from
any source other than directly from a candidate. Any unsolicited
resumes sent to BMO, directly or indirectly, will be considered BMO
property. BMO will not pay a fee for any placement resulting from
the receipt of an unsolicited resume. A recruiting agency must
first have a valid, written and fully executed agency agreement
contract for service to submit resumes.
Keywords: BMO Financial Group, Thousand Oaks , Bank Manager - Thousand Oaks, CA, Executive , Thousand Oaks, California
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