BMO · 3 months ago
Sales and Service Manager
Hughson, CA, USA
Full-time
Onsite
Entry, Mid Level
$42K/yr - $69K/yr
2+ years expBMO is a financial services provider dedicated to creating positive change for customers and communities. The Sales and Service Manager is responsible for guiding, directing, and coaching employees to deliver exceptional service while achieving sales and customer service goals in compliance with the bank's policies and regulations.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
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
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 stakeholders
Attracts, retains, and enables the career development of top talent
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance
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
Coordinates service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalates for resolution
Generates leads to build and maintain customer relationships, resulting in outcomes that define a great customer experience
Supports the Bank’s community involvement and participates in community activities
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
Provides input into area business and market plans to optimize new and existing business opportunities within the community
Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures
Reviews results and performance measures against plans and standards (e.g. sales targets, service targets, referral targets) to address gaps and develop plans
Analyzes data and information to provide insights and recommendations
Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements
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
Builds effective relationships with internal/external stakeholders
Maintains the confidentiality of customer and Bank information
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 jurisdiction
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
Analyzes issues and determines next steps
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience
Basic banking or customer service/sales or equivalent experience
General knowledge of retail banking products and services
General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives
Working knowledge of competitive marketplace and trends in product offerings
General knowledge of branch operational processes and policies
General knowledge of branch technologies, processes, and performance metrics
Specialized knowledge
Verbal & written communication skills - Good
Organization skills - Good
Collaboration & team skills - Good
Analytical and problem solving skills - Good
Preferred
Bilingual Spanish and English is preferred
Previous supervisory or management experience - preferred
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
2026-01-20
MarketScreener
2026-01-06
Company data provided by crunchbase