Bank Manager Ii - Scottsdale, Az

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.

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.

• Communicates goals, plans, and assignments to achieve financial and customer service goals.
• Identifies emerging issues and trends to inform decision-making.
• Plans and controls unit operating expenses in accordance with forecasts.
• 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.
• Working knowledge of branch technologies, processes, and performance metrics.
• Fulfills sales and service activities for the customer in accordance with approved procedures.
• In-depth knowledge of retail banking products and services.
• Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
• Leads the implementation of new programs, products and processes within the branch.
• Conducts cold calls to prospective customers to develop new customer relationships.
• Maintains a high-touch relationship with key branch customers and prospects within the market.
• Previous supervisory or management experience - preferred.
• 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.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Supports the Bank’s community involvement and participates in community activities.
• Broader work or accountabilities may be assigned as needed. Qualifications:
• Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
• Builds effective relationships with internal/external stakeholders.
• Collaboration & team skills - In-depth.
• Data driven decision making - In-depth.
• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• 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.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Implements, reviews, and revises work plans.
• Resolves customer related issues using knowledge of bank services, products, and processes.
• Attracts, retains, and enables the career development of top talent.
• Analytical and problem solving skills - In-depth.
• Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.
• Coordinates the implementation of national and regional sales and service initiatives.
• Builds the business plan for the branch.
• Ensures alignment between stakeholders.
• Works independently on a range of complex tasks, which may include unique situations.
• Monitors the service request and problem resolution processes for adherence to national standards.
• Complies with all legal and regulatory requirements for the jurisdiction.
• Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
• Influence skills - In-depth.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Maintains the confidentiality of customer and Bank information.
• Working knowledge of branch operational processes and policies.
• Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Conducts independent analysis and assessment to resolve strategic issues.
• Influences and negotiates to achieve business objectives.
• Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
• Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Advanced knowledge of competitive marketplace and trends in product offerings.

We’re here to help

At BMO Harris Bank 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 world.

As a member of the BMO Harris Bank 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. We’ll 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, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmoharris.com

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. 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 recruiter.

Note to Recruiters: BMO Harris Bank does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO Harris Bank, directly or indirectly, will be considered BMO Harris Bank property. BMO Harris Bank 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.