Bank at Work Relationship Manager

Bank of Montreal•Indianapolis, IN

2d•$85,000 - $180,000

About The Position

The Bank at Work Relationship Manager partners with internal stakeholders to deliver retail sales programs and products, grow market share, and build relationships across a designated market. The role develops market business plans and sales strategies, represents programs at sales calls and events, generates appointments, manages client and prospect pipelines, and refers business opportunities to key partners. It also provides strategic advice, market insights, and recommendations to senior leaders and stakeholders, while serving as a subject matter expert on relevant products, regulations, and policies. The position analyzes business and market data, defines reporting and analytics needs, manages databases in accordance with data governance standards, and monitors performance. It leads or participates in change management, communications, operational programs, and core business processes, including planning operating expenses and recommending process improvements. The role collaborates across BMO to deliver a positive customer experience and support strategic initiatives while applying the bank’s Risk Management Framework and complying with applicable policies, laws, and regulations. In the U.S., the role 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 comply with 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 success in business development.
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 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 U.S. consumer-loan origination: 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.

Responsibilities

Develop and execute a market business plan 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.
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, clients, and other internal and external stakeholders.
Identify and refer business opportunities to key partners.
Develop solutions and recommendations based on business strategy and stakeholder needs; provide strategic input and advice to leaders.
Recommend program design changes and improvements based on client and market-segment needs.
Analyze business, market, and performance data to provide insights and recommendations; define requirements for analytics and reporting.
Coordinate database management and integration 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.
Develop and lead communications strategies to positively influence or change behavior and promote consistent messaging.
Lead execution of operational programs and adapt them 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.
Support strategic initiatives in collaboration with internal and external stakeholders and conduct independent analysis to resolve strategic issues.
Apply the Risk Management Framework and make risk-informed decisions that protect bank assets and comply with applicable policies, laws, and regulations.