Business Banking Coordinator Manager

Bank of Montreal   •  

Phoenix, AZ

Industry: Finance & Insurance


11 - 15 years

Posted 38 days ago

This job is no longer available.


The Business Banking Coordinator Manager (BBCM), actively and directly impacts the Banks strategy of maximizing profitability of the client relationship and operating performance through the development and administration of the Business Banking Coordinator teams by improving work processes and employee capability and effectiveness while managing risk.


  • The BBCM is accountable for managing Business Banking Coordinators and Sr. Business Banking Coordinators by:Define (in conjunction with Sr. Coordinator Manager) overall Personal Performance Assessment (PPA) activities for the Coordinator teams;Facilitating mid-year and annual reviews of the Coordinator teams; Ensuring performance standards are measurable and aligned with standard processes and procedures; Provide coaching toward skill development; and Support career progression plans for direct reports.
  • Additionally, the BBCM: Provides leadership and fosters collaboration toward the attainment of team and individual goals.
  • Executes effective plans that enable all areas of the Business Banking segment to meet or exceed performance targets and service level agreements.
  • Builds productive relationships with business partners and other lines of business within the Bank.
  • Ensures consistent personnel training throughout the team.
  • Participates and/or leads project initiatives as necessary.



Bachelor's Degree a plus, preferably in a business discipline

Minimum 10 years experience in Business Banking customer service

Minimum 2 years of previous management or workflow coordination experience

Knowledge of overall Business Banking process and procedures

Understanding of overall Commercial Lending Process

Knowledge of Business Banking products and service

Project management experience a plus


Excellent leadership skills and client service orientation

Exemplary written and verbal communication skills

Strong organization and process management skills

Strong computer skills including enterprise applications, email, and PC software packages (Excel, Word, PowerPoint)