Bank at Work Relationship Manager

Bank of Montreal • Milwaukee, WI

2d • $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, acting as the market expert to grow market share. The role builds strong relationships in the designated market, participates in joint sales calls and team meetings, identifies and refers business opportunities, and develops and executes market business plans and sales strategies. It represents programs and products at sales calls and events, generates appointments, and manages client and prospect pipelines, events, and seminars to maximize opportunities across BMO.

The position develops solutions, makes recommendations, and provides strategic input based on business strategy and stakeholder needs. It serves as a subject matter expert on relevant regulations and policies, develops business cases, contributes to program design and market strategies, and provides insights through analysis, reporting, and dashboards. Responsibilities also include managing data and databases in accordance with governance standards, monitoring performance, leading change management and communications, executing operational programs, managing core processes and operating expenses, and supporting strategic initiatives across BMO.

The role delivers a strong customer experience while building effective internal and external relationships and aligning stakeholders. It operates at a group or enterprise-wide level, provides specialist expertise to senior leaders, addresses complex and ambiguous problems, adapts to changing trends, and makes sound risk-informed decisions in accordance with BMO’s Risk Management Framework, policies, laws, and regulations.

In the U.S., this position originates consumer loans and requires Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will provide instructions on registration requirements. A criminal background review and credit history evaluation are required, and restrictions apply to performing in a real estate agent capacity.

Requirements

• Typically 7+ 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 SAFE 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 success in business development.
• Customer-oriented approach focused on designing and delivering a strong 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 team skills, with a focus on cross-group collaboration.
• Ability to manage ambiguity.
• In-depth or expert data-driven decision-making skills.
• For U.S. applicants, Federal registration with the Nationwide Mortgage Licensing System and Registry is required; the Bank will provide instructions on registration requirements.
• For U.S. applicants, a criminal background review and credit history evaluation are required; 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 client and prospect pipelines and schedule events and seminars.
• Manage regional retail sales programs and products to maximize client opportunities across BMO.
• Build working relationships and partnerships with colleagues, senior leaders, and other internal and external stakeholders; participate in joint sales calls and team meetings.
• Identify and refer business opportunities to key partners.
• Develop solutions, recommendations, and business cases based on business strategy, stakeholder needs, client needs, market needs, and expected return on investment.
• Recommend program design changes and provide strategic input to business decisions and initiatives.
• Act as a subject matter expert for stakeholders on relevant regulations, policies, and retail sales programs and products.
• Analyze strategic problems, data, and information to provide insights and recommendations; conduct independent analysis to resolve strategic issues.
• Define business requirements for analytics and reporting; coordinate database management and ensure data integration and governance standards are followed.
• Develop database frameworks and oversee database management in adherence with data governance standards.
• Monitor and track performance and address issues; design and produce regular and ad hoc reports and dashboards.
• Lead change management initiatives, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment.
• Lead communication strategy development and collaborate across BMO to ensure consistent messaging that influences or changes behavior.
• Lead operational program execution, assess results, and adapt as needed to ensure quality.
• Lead or participate in the design, implementation, and management of core business and group processes.
• Plan and control unit operating expenses in accordance with forecasts; recommend financial management process changes as requirements evolve.
• 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.
• Support strategic initiatives in collaboration with internal and external stakeholders and implement changes in response to shifting trends.
• Apply the Risk Management Framework, make sound risk-informed decisions, protect bank assets, and comply with applicable policies, laws, and regulations.
• Undertake broader work or accountabilities as assigned.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• The total compensation package may include performance-based incentives, discretionary bonuses, and other perks and rewards.
• Training and coaching, manager support, and network-building opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior