Branch Service Manager

Job Description for Branch Service Manager:

Provides excellent customer service to BMO clients and prospects, recognizing their needs, and presenting financial advice that serves their best interests. Collaborates cohesively within the branch and via diverse channels with BMO partners to deliver the preferred customer experience and achieve overall business objectives.

Responsibilities for Branch Service Manager:

• Shows leadership in taking the forefront in engaging with present clients and potential prospects by delivering assessments based on their needs to boost loyalty and recognize immediate or future openings.
• Guides clients through needs assessments to identify financial requirements and preferred banking methods, proposing personalized solutions that cater to both sales and service needs, such as everyday banking services, retail investments, lending options, home financing (including self-employed-specific applications), and small business services.
• Aims to help customers understand and use the range of digital and self-serve choices to ensure a smooth, straightforward, and swift banking experience.
• Supports customer transaction requests according to store traffic levels.
• Promotes customer engagement to boost BMO's business by initiating outreach, scheduling appointments, and cultivating new connections within the community.
• Manages and answers consumer credit audit questions and quality assessment discrepancies to uphold precise data input and lending application guidance in accordance with legal and regulatory frameworks and lending protocols.
• By applying the risk management framework, the Bank can safeguard its assets and uphold the quality of the lending portfolio while meeting the requirements for the lending process and established guidelines for yield, quality, diversification, and risk.
• Analyzes credit applications for personal loans, particularly for housing loans, ensuring they meet the Bank's credit underwriting criteria and best practices.
• Is an integral member of an interactive and multifaceted department and market group.
• Engaging in probing techniques to grasp the personal finance and credit card requirements of customers and seamlessly incorporating marketing promotions into customer dialogues to offer strategic advice.
• Organizes work data systematically to confirm its correctness and thoroughness.
• Exhibits an active role in discovering fresh and inventive techniques to make customers feel personally valued.
• Strives to identify methods to contribute to the ongoing enhancement of the overall consumer satisfaction.
• Influences the results of the business and the overall customer experience delivered.
• Varied work schedules, including shifts, hours, and days worked, may be necessary when operating across multiple branches or channels to meet market needs.
• Maintains a commitment to following risk and compliance guidelines to secure the investments of customers, uphold their privacy, and act in their favor.
• Stays updated on the broader financial services landscape, the legal and regulatory environment, and our commitment to maintaining the highest ethical standards in our industry.
• Updates knowledge on personal banking products, practices, and trends and skillfully integrates this information into customer dialogues.
• Notes and reports dubious trends of behavior that suggest possible engagement in money laundering schemes.
• Abides by the laws and regulations governing the specific area.
• Protects the assets of the bank while complying with all regulatory, legal, and ethical standards.
• Handles a variety of complex tasks within defined constraints and may involve managing escalations from other employees in the organization.
• Scrutinizes issues and plans the next steps accordingly.
• Additional work or responsibilities may be designated as necessary.

Qualifications for Branch Service Manager:

• Candidates with roughly 2 to 3 years of relevant experience and a college degree in a related area are preferred, although an equivalent combination of education and experience is also acceptable.
• Selling investment products in Canada now complies with registration requirements specific to the jurisdiction.
• Correct loan eligibility and qualifications.
• Developing familiarity with the necessities and remedies crucial for addressing the concerns of individual customers and small businesses.
• Competence in retail investment strategies and borrowing solutions.
• Having prior experience in financial services is a plus.
• Adept and well-versed in the effective use of social media, tablets, smartphones, online resources, and apps.
• Familiarity with a consultative customer service or sales role, showing a dedication to creating unique customer experiences.
• Committed to assisting our customers with passion.
• Work towards providing a personalized customer interaction.
• Excelling in achieving goals and working effectively in a collaborative sales and team environment.
• Confident and daring self-starter capable of approaching and dealing with customers effectively.
• Readiness to work collectively and take on different responsibilities within a team.
• Capable of building strong interpersonal connections and rapport with clients.
• Exhibiting a skill in attentive listening, problem resolution, and flexible and imaginative responses to unforeseen challenges.
• Specialized knowledge.
• Verbal and written communication competencies
• Organization skills
• Possessing adept collaboration and team skills enables individuals to enhance their ability to work harmoniously with others towards a common purpose
• Skillfulness in dissecting problems and devising solutions

About Us:

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. 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.

BMO upholds its stance as an equal employment opportunity provider by reviewing candidates without bias regarding their race, religion, color, national origin, gender, sexual orientation, gender identity, transgender status, age, veteran status, disability, or other protected characteristics. The organization also follows legal standards when assessing applicants with criminal backgrounds.

Apply Now