Area Manager, Market Management

Retail Banking Sales & Service

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.

Ensures alignment between values and behaviour that fosters diversity and inclusion.

Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.

Creates innovative business development strategies, including collaborating with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating losses.

Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.

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 customer relationships.

Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.

Supports the Bank's community involvement and participates in community activities.

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.

Recommends and implements solutions based on analysis of issues and implications for the business.

Builds the business plan for the branch.

Influences and negotiates to achieve business objectives.

Helps determine business priorities and best sequence for execution of business/group strategy.

Works with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers.

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 service initiatives.

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 improvements.

Plans and controls unit operating expenses in accordance with forecasts.

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 conversations.

Maintains the confidentiality of customer and Bank information.

Complies with all legal and regulatory requirements for the jurisdiction.

Focus is primarily on business/group within BMO; Provides specialized consulting, analytical and technical support.

Typically between 5 - 7 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.

In-depth knowledge of all branch operational processes and policies.

In-depth knowledge of branch technologies, processes, and performance metrics.

In-depth knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.

Deep knowledge and technical proficiency gained through extensive education and business experience.

Data driven decision making - In-depth.

Salaries for part-time roles will be pro-rated based on number of hours regularly worked. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. 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.

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.

Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.