Application Deadline: 10/24/2025

Address: 320 Dundas Street East

Job Family Group: Retail Banking Sales & Service

As a key leader within BMO’s Personal Banking business, the Regional Vice President (RVP) plays a pivotal role in shaping the customer experience, driving sustainable growth, and fostering a culture of excellence across a defined geographic market. This role is ideal for a seasoned sales executive who thrives on building strong relationships, empowering teams, and delivering results with integrity and care.

Your Impact

You’ll lead a diverse and dynamic team of sales and service professionals, guiding them to deliver exceptional customer experiences that build loyalty and trust. You’ll bring strategic vision and operational discipline to ensure our branches are not only meeting performance goals but are also recognized as trusted financial partners in their communities.

Implements the Personal Banking sales strategy to optimize customer experience, drive sales results and maximize sustainable profitability in alignment with Canadian/U.S. P&BB risk appetite, while ensuring productivity standards are maintained in a defined geographic market. Identifies local priorities and leads a diverse sales and service team to optimize product and service delivery within the channel ensuring a well-respected and easily identified in-market brand presence for BMO. Advises customers on lending/credit card strategies and products 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.

• Links long-range vision to support the team’s in-year business goals by establishing priorities and leading the team in developing sales, service, and people strategies to drive sales results
• Acts as a strong and disciplined sales leader, ensuring flawless and consistent execution of initiatives
• Builds and maintains a diverse workforce that mirrors the communities in which we do business. Leverages strong human capital planning to ensure the right people are in the right roles through consistent performance management; staff development; coaching; mentoring and succession planning
• Maintains a high touch relationship with high impact and profitable customers and prospects within the market
• Recognizes and reinforces team accomplishments by using existing organizational tools and programs as well as by finding new, creative and effective methods of recognition
• Collects and synthesizes market and competitive intelligence through industry networks, in-market activities and other means to drive current in year plan and inform future strategy
• Develops, executes, and continuously monitors against a 1-3 year sales/operations/distribution/human capital plan for the market
• Reviews progress to plan, oversees implementation of actions necessary to correct issues in customer experience, sales performance, productivity or risk areas
• Approves all branch plans ensuring alignment to national and divisional priorities
• Contributes personally to the Bank’s sales objectives through in-market interventions, focusing on business development and acquisition of customers, establishing a personal referral network, and participating in a variety of community activities
• Acts as BMO integrator with partners for BMO customers and prospects, bringing the cross-functional power of the BMO brand
• Identifies performance enhancement opportunities to significantly improve employee productivity, reduce costs and manage risk
• Identifies and shares best practices with HQ and across network of Regional/Distribution leaders.
• Identifies gaps in branch productivity via analysis of results and regular, targeted Branch visits, walkabouts, side by sides and coaching sessions with Branch/Bank managers
• Provides problem resolution guidance during branch visits, as well as follow-up on high-priority escalations
• Provides differentiated coaching activities to Branch/Bank Managers based on performance
• Supports Branch/Bank Managers in developing tangible and time boxed action plans to resolve any gaps
• Establishes an environment which promotes sound risk management practices in accordance with Policies and Procedures and in alignment with First Line of Defence risk accountabilities
• Manages risk and minimize losses through audit, monitoring and control reports and functions.
• Ensures compliance requirements, audits and verifications are completed in accordance with Bank Policies & Procedures and regulatory, legal and ethical requirements
• Ensures all credit decisions/recommendations are made in accordance with sound credit-granting principles.
• Ensures the effective planning and control of unit operating expenses. Ensures spending is maintained within budget

Qualifications

• Post secondary education
• 10+ year experience in financial services industry
• Credit qualified
• Canadian Securities Course (CSC) equivalent learning (Canada)
• In-depth knowledge of credit card products.
• In-depth knowledge of competitive marketplace and trends in product offerings.
• In-depth knowledge of branch operational processes and policies.
• In-depth knowledge of competitive market place and trends in product offerings.
• Negotiation skills – In-depth.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal and written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration and team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.
• Seasoned expert with extensive industry knowledge.
• Technical leader viewed as a thought leader for innovation.
• Verbal & written communication skills - Expert.
• Analytical and problem solving skills - Expert.
• Influence skills - Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - Expert.
• Able to manage ambiguity.
• Data driven decision making - Expert.