Longmont Hover branch

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.

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

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. Previous supervisory or management experience - preferred. 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.

Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc.

Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships and collaborates with internal/external stakeholders. Ensures alignment between stakeholders. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Leads or participates in defining the change/communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Develops and documents processes, procedures, etc. and/ or end-user materials. Assists with the documentation of end user materials. Assists with training and transition of processes and tools/templates to appropriate process owners. Collaborates in the design, implementation and management of core business/group processes. Designs processes based on business requirements and best practices. Ensures the processes adhere to applicable risk, regulatory and compliance requirements. Streamlines, simplifies and continuously improves existing processes. Documents processes (including, but not limited to, process flows, playbooks, etc.) for vetting, communicating, and implementing processes with stakeholders. Ensures all processes meet established standards, effectively utilize templates and tools to track compliance and operational effectiveness standards. Looks for opportunities to eliminate, simplify and automate processes. Recommends approaches or changes to streamline and integrate processes to improve overall efficiency. Maintains current process documentation to ensure available for stakeholders as required. Supports management of processes using established methodologies and tools/system/technology. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Participates in the integration of Core Process transformation across business/groups to deliver process improvements for productivity savings and enhanced customer/employee experience. Develops an understanding of organizational interactions and complexity to engage with the appropriate stakeholders. Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning. Resolves issues regarding processes that are raised from all sources/stakeholders. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

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. Knowledge of business analysis, project delivery practices and standards across the project lifecycle. Knowledge of business/group processes, procedures and controls - In-depth. Understanding of risk, regulatory and compliance requirements - In-depth. Possesses an understanding of and problem solving ability for issues within the business/group. 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.

Salary

$56,000.00 - $103,500.00

Pay Type

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: 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.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual ste

About Us

At BMO we are driven by a shared Purpose: 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.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.