Branch Manager - Oshawa, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Oshawa, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

419 King Street West Oshawa, Ontario, L1J 2K5

Guides, directs, and mentors employees to provide outstanding service to BMO customers and potential clients. Understands the needs of customers to offer sales and service in their best interest. Advises customers on suitable products and strategies to meet their financial goals. Identifies and refers customers to other business units.

Embraces a culture aligned with BMO's purpose, values, and strategy, acting as a role model for BMO's values and behaviors.
Ensures consistency between values and behaviors that promote diversity and inclusion.
Regularly links work to BMO's purpose, establishes inspiring objectives, defines clear outcomes, and ensures accountability for results.
Forms collaborative teams that work across functional groups to generate maximum value for stakeholders.
Attracts, retains, and supports the career growth of talented individuals.
Enhances team performance, acknowledges and incentivizes achievements, coaches employees, aids in their development, and addresses poor performance.
Devises innovative strategies for business development, collaborating with BMO partners to expand the business, boost branch revenues and customer satisfaction, and reduce losses.
Creates and executes a branch business plan to drive business growth and customer retention while achieving acquisition objectives.
Investigates customer banking and credit card requirements, integrating promotional campaigns into customer interactions to provide strategic advice.
Engages in cold calling to establish relationships with potential customers.
Establishes and nurtures a community network to raise the Bank's profile and create a strong source for business referrals.
Supports the Bank's community engagement and takes part in local activities.
Maintains close relationships with key branch customers and prospects within the area.
Addresse customer issues using knowledge of bank products and services.
Executes sales and service tasks for customers according to approved procedures.
Proposes and implements solutions based on issue analysis and business implications.
Aids in strategic planning and influences to achieve business objectives.
Identifies emerging issues and trends to guide decision making.
Implements, evaluates, and adjusts work plans.
Collaborates with internal stakeholders to capitalize on sales and referral opportunities, enhance customer base, and offer comprehensive financial services.
Checks sales and service performance against targets to identify gaps, issues, and best practices, and implements action plans to address performance gaps and issues.
Breaks down strategic problems, analyzes data to provide insights and recommendations.
Communicates objectives, plans, and tasks to achieve financial and service goals.
Leads the launch of new programs, products, and processes within the branch.
Coordinates national and regional sales and service campaigns implementation.
Oversees service requests and issue resolutions to ensure adherence to standards.
Provides technical training and assistance to branch staff for operational and sales efficiency and suggests enhancements.
Manages unit operating expenses in line with forecasts.
Handles transaction outcomes for customer calls or defers to relevant internal units.
Resolves complex customer situations or escalates unresolved matters to higher management.
Keeps abreast of personal banking and credit card industries trends and incorporates them into customer discussions.
Cultivates effective relationships with internal and external partners.
Maintains confidentiality of customer and Bank data.
Identifies and reports suspicious activity patterns linked to money laundering.
Adheres to all legal and regulatory requirements.
Primarily focuses on BMO's business unit; may have a wider enterprise-focused scope.
Provides specialized consulting services.