Bank at Work Relationship Manager

BMO•Phoenix, AZ

1d•$85,000 - $180,000

About The Position

Partners with internal stakeholders to deliver sales activities and results for designated retail sales programs and products. Serves as the market expert for the programs and products to grow market share, builds strong working relationships in the designated market, participates in joint sales calls and team meetings, and identifies and refers business opportunities to key partners. Develops and executes market business plans and sales strategies; represents programs and products at sales calls and events; generates appointments and business opportunities; prioritizes client and prospect pipelines; and manages regional programs to maximize client opportunities across BMO. Provides strategic advice and recommendations, contributes to program design and business decisions, and acts as a subject matter expert for internal and external stakeholders. Analyzes business and performance data, defines analytics and reporting requirements, oversees database and information management in accordance with data governance standards, and produces reports and dashboards. Leads change management, communications, operational programs, and process design and implementation. Plans and controls operating expenses, supports financial management, and contributes to program development and marketing strategies. Works across BMO and with external stakeholders to deliver a strong customer experience, execute strategic initiatives, and respond to changing trends. In the U.S., this position originates consumer loans under applicable regulations and requires federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank provides instructions on registration requirements. The role also requires a criminal background review and credit history evaluation and includes restrictions on performing in a real estate agent capacity. The employee is expected to apply BMO’s Risk Management Framework and make sound, risk-informed decisions in accordance with applicable policies, laws, and regulations. Broader responsibilities 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 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 strong customer experience.
Proactive, collaborative approach to building 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; a criminal background review and credit history evaluation are also required.

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 business opportunities to grow results.
Prioritize client and prospect pipelines 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 and share best practices.
Provide strategic input and recommendations to senior leaders on business decisions, strategy, and new initiatives.
Act as a subject matter expert on relevant regulations, policies, and program matters for internal and external stakeholders.
Develop business cases by identifying needs, analyzing options, and assessing expected return on investment.
Build and maintain partnerships with BMO colleagues, senior leaders, and other stakeholders in the designated market.
Analyze strategic problems and data, and provide insights and recommendations.
Define analytics and reporting requirements and oversee database alignment, integration, and 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 initiatives, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment.
Lead communications strategy development and collaborate across BMO to promote consistent messaging and influence behavior.
Lead operational program execution 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 and recommend financial management process improvements.
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.
Support strategic initiatives with internal and external stakeholders and conduct independent analysis to resolve strategic issues.
Implement changes in response to shifting trends and apply the Risk Management Framework in carrying out the role.