Bank at Work Relationship Manager

BMO • Long Beach, CA

2d • $120,000 - $250,000

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, serving as a market expert to grow market share. The role develops and executes market business plans and sales strategies; builds relationships across the designated market; represents programs at sales calls and events; generates appointments and business opportunities; and manages client and prospect pipelines to maximize opportunities across BMO.

The position provides strategic advice and recommendations to business stakeholders and senior leaders, develops business cases, analyzes data, defines analytics and reporting requirements, and oversees databases and information-management systems in accordance with data governance standards. It monitors performance, produces reports and dashboards, leads change and operational programs, develops communications strategies, and contributes to process, program, marketing, and financial-management improvements. The role collaborates across BMO to deliver the desired customer experience, support strategic initiatives, and ensure stakeholders are aligned.

The position acts as an originator of consumer loans under applicable U.S. regulations 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. The role is expected to apply BMO’s Risk Management Framework and make sound, risk-informed decisions in accordance with business strategy, approved risk appetite, policies, laws, and regulations. Broader work or accountabilities may be assigned as needed.

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 applicable 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 building trust and partnerships with team members.
• Commitment to building strong internal and customer relationships.
• Ability to multitask across multiple clients and/or events simultaneously.
• Combination of education, experience, and industry knowledge appropriate to a seasoned professional.
• 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.
• Federal registration with the Nationwide Mortgage Licensing System and Registry is required for the U.S. consumer-loan originator position.
• Subject to a criminal background review and credit history evaluation, and restrictions on performing in a real estate agent capacity.

Responsibilities

• Develop and execute market business plans and sales strategies to meet 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 strong partnerships with BMO colleagues, senior leaders, and internal and external stakeholders in the designated market.
• Develop solutions, make recommendations, and provide strategic input based on business strategy and stakeholder needs.
• Recommend program design changes based on client or market-segment needs and share best practices to improve program effectiveness.
• Develop business cases by identifying needs, analyzing options, and assessing expected return on investment.
• Act as a subject matter expert on relevant regulations and policies and as a prime subject matter expert for internal and external stakeholders.
• Analyze strategic problems, data, and information to provide insights and recommendations, including conducting independent analysis to resolve strategic issues.
• Define analytics and reporting requirements; coordinate database management and ensure data alignment, integration, and governance compliance.
• Develop and apply database frameworks and oversee database management in accordance with data governance standards.
• 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 communications strategy development and collaborate across BMO to maintain consistent messaging that positively influences or changes behavior.
• Lead execution of operational programs and adapt them as needed to ensure quality execution.
• Lead or participate in the design, implementation, and management of core business or group processes.
• Plan and control unit operating expenses in accordance with forecasts and 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; identify and share improvements to 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.
• Operate at a group or enterprise-wide level and serve as a specialist resource to senior leaders and stakeholders.
• Apply expertise and creative problem-solving to complex, non-routine, ambiguous situations and implement changes in response to shifting trends.
• Apply BMO’s Risk Management Framework, risk culture, approved risk appetite, policies, laws, and regulations when making business decisions.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives, discretionary bonuses, perks, and rewards may be included in total compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree