BMO U.S. · 8 hours ago
Bank Manager
Oak Creek, WI
Full-time
Onsite
Mid, Senior Level
$52K/yr - $96K/yr
4+ years expBMO U.S. is dedicated to creating lasting, positive change for customers and communities. The Bank Manager is responsible for guiding and coaching employees, advising customers on financial products, and developing business strategies to achieve growth and customer retention.
Banking
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
Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives
Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities
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
Builds the business plan for the branch
Influences and negotiates to achieve business objectives
Identifies emerging issues and trends to inform decision-making
Implements, reviews, and revises work plans
Helps determine business priorities and best sequence for execution of business/group strategy
Conducts independent analysis and assessment to resolve strategic issues
Ensures alignment between stakeholders
Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures
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
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
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently on a range of complex tasks, which may include unique situations
Broader work or accountabilities may be assigned as needed
Qualification
Required
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
In-depth knowledge of retail banking products and services
Advanced knowledge of competitive marketplace and trends in product offerings
Working knowledge of branch operational processes and policies
Working knowledge of branch technologies, processes, and performance metrics
Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives
Technical proficiency gained through education and/or business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth
Data driven decision making - In-depth
Preferred
Previous supervisory or management experience
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
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