Customer Acquisition Segment Bank at Work Program Manager

Bank of Montreal•Chicago, IL

25d

About The Position

Supports and drives the Bank at Work (BAW) segment, a consumer acquisition strategy that partners closely with Commercial and Business Banking clients, Relationship Managers, and Retail teams to deepen existing client relationships and drive new customer acquisition for the bank. Leads the design, development, and execution of strategic initiatives and programs that support business development objectives, working cross‑functionally across BMO from business‑case development through implementation and ongoing performance management.

Requirements

Typically 5–7 years of relevant experience with a post‑secondary degree in a related field, or an equivalent combination of education and experience.
Strong preference for experience in commercial banking, business banking, or commercial client segments .
Experience in product management, marketing, or program management within a financial services or commercial environment.
Demonstrated experience leading or coordinating cross‑functional initiatives with multiple stakeholders.
Strong analytical skills, including the ability to interpret data, extract insights, and develop clear, actionable recommendations.
Proven storytelling and communication skills to influence and engage senior leaders.
Comfortable working with CRM tools, reporting platforms, and intermediate Excel.
Experience supporting customer acquisition, partnership, or business development programs.
Solid understanding of process improvement and/or project management disciplines.
Strong verbal and written communication, collaboration, influence, and problem‑solving skills.
Data‑driven decision maker with sound judgment.

Nice To Haves

Strong preference for candidates with commercial banking experience.

Responsibilities

Develops and executes business development strategies to grow commercial participation and profitability within the Bank at Work segment, in collaboration with Commercial Banking and other internal partners.
Leads or supports product, marketing, and program management efforts related to commercial Bank at Work offers, including opportunity identification, solution design, and execution.
Contributes to the development of sales enablement and marketing materials to support new and existing commercial client opportunities.
Identifies short‑ and long‑term value creation opportunities across target commercial customer segments.
Develops, maintains, and executes business plans to achieve growth, penetration, and client retention objectives.
Provides strategic analysis and recommendations by assessing business issues, implications, and trade-offs, with a focus on commercial outcomes.
Acts as a trusted advisor to stakeholders by influencing, negotiating, and aligning partners toward shared objectives.
Supports strategic planning by helping determine priorities and sequencing for effective execution.
Conducts independent analysis to inform business development and program decisions, considering enterprise and segment‑level impacts.
Ensures alignment across stakeholders throughout design and implementation of initiatives.
Monitors and tracks performance, identifies risks or issues, and recommends corrective actions as needed.
Designs and delivers regular and ad‑hoc reporting, insights, and dashboards to inform decision‑making.
Identifies emerging trends and market insights to support ongoing strategy refinement.
Leads or supports change management activities, including readiness assessment, stakeholder engagement, communication planning, and sustainment.
Serves as a program manager on assigned initiatives to ensure alignment with enterprise and group goals.
Takes measured risks while applying BMO’s Risk Management Framework, ensuring decisions align with business strategy, policy, and regulatory requirements.