Bank at Work Relationship Manager

BMO•Milwaukee, WI

1d•$85,000 - $180,000

About The Position

The Bank at Work Relationship Manager partners with internal stakeholders to deliver sales activities and results for designated retail sales programs and products. The role serves as a market expert, grows market share, builds working relationships within the designated market, participates in joint sales calls and team meetings, and identifies and refers business opportunities to key partners. The role develops and executes market business plans and sales strategies, represents programs at sales calls and events, generates appointments, and prioritizes client and prospect pipelines. It manages regional retail sales programs to maximize client opportunities across BMO, provides strategic advice, and recommends program design changes based on client and market needs. The position also supports business decisions through analysis, reporting, performance monitoring, change management, communications, operational program execution, and process improvement. The position serves as a subject matter expert for internal and external stakeholders, builds partnerships with colleagues and senior leaders, and supports strategic initiatives. It applies BMO’s Risk Management Framework and makes sound, risk-informed decisions consistent with business strategy, risk appetite, policies, and applicable laws and regulations. In the U.S., this position originates consumer loans under applicable regulations and requires federal registration with the Nationwide Mortgage Licensing System and Registry. A criminal background review and credit history evaluation are required, and restrictions apply to performing in a real estate agent capacity.

Requirements

Typically 7 or more years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
Meet all CFPB and S.A.F.E. Act requirements and adhere to compliance, regulatory, and legal guidelines.
In-depth or expert knowledge of retail products and retail branch networks.
In-depth or expert presentation and time-management skills.
Proven business development success.
Customer-oriented approach focused on designing and delivering a great customer experience.
Proactive and collaborative approach to establishing trust and partnerships with team members.
Commitment to building strong internal and customer relationships.
Ability to manage multiple clients and/or events simultaneously.
Seasoned professional with a combination of education, experience, and industry knowledge.
In-depth or expert verbal and written communication skills.
In-depth or expert analytical and problem-solving skills.
In-depth or expert influence skills.
In-depth or expert collaboration and teamwork skills, with a focus on cross-group collaboration.
Ability to manage ambiguity.
In-depth or expert data-driven decision-making skills.
For the U.S. role, federal registration with the Nationwide Mortgage Licensing System and Registry is required; the bank will provide instructions on registration requirements.
For the U.S. role, a criminal background review and credit history evaluation are required, and restrictions apply to performing in a real estate agent capacity.

Responsibilities

Develop and execute market business plans and sales strategies to achieve retail sales program and product objectives.
Represent retail sales programs and products at sales calls and events; generate appointments and opportunities to grow business results.
Prioritize the market’s client and prospect pipeline and schedule events and seminars.
Manage regional retail sales programs and products to maximize client opportunities across BMO.
Develop solutions and recommendations based on business strategy and stakeholder needs; recommend program design changes based on client or market-segment needs.
Provide strategic input to business decisions and recommend strategies and initiatives to senior leaders.
Serve as a subject matter expert on relevant regulations, policies, and program matters for internal and external stakeholders.
Build partnerships with BMO colleagues and senior leaders and network with industry contacts for competitive insights and best practices.
Develop business cases by identifying needs, analyzing options, and assessing expected return on investment.
Analyze strategic problems, data, and information to provide insights and recommendations; conduct independent assessments to resolve strategic issues.
Define business requirements for analytics and reporting, coordinate and oversee databases, and ensure data governance and integration standards are followed.
Monitor and track performance, address issues, and design and produce regular and ad-hoc reports and dashboards.
Lead change management programs, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment.
Lead development and execution of communication strategies to influence or change behavior and maintain consistent messaging across BMO.
Lead operational programs and adapt execution as needed to ensure quality; design, implement, and manage core business and group processes.
Plan and control unit operating expenses in accordance with forecasts and recommend financial management process changes.
Develop and manage information management systems and lead initiatives to improve processes, analysis, and reporting.
Provide input to program development and marketing strategies to grow market share; improve sales calls, events, seminars, materials, and tools.
Deliver the desired customer experience in partnership with BMO colleagues and ensure stakeholder alignment.
Support strategic initiatives in collaboration with internal and external stakeholders and implement changes in response to shifting trends.
Apply the Risk Management Framework and make risk-informed decisions in line with the bank’s risk appetite, policies, and applicable laws and regulations.
Perform broader work or accountabilities as assigned.