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BMO · 1 month ago

Bank at Work Relationship Manager

San Jose, CA, USA

Full-time

Onsite

Mid, Senior Level

$122K/yr - $228K/yr

7+ years exp

BMO Bank N.A. is seeking a Bank at Work Relationship Manager to enhance their retail banking sales and service initiatives. The role involves developing business strategies, managing sales programs, and building strong relationships with internal and external stakeholders to drive market share growth.

BankingCrowdfundingFinanceFinancial Services

Responsibilities

Partners with internal stakeholders to deliver sales activities and results for designated retail sales programs/products

Acts as the market expert for the retail sales program / products to grow market share

Establishes strong working relationships within the designated market and participates on joint sales calls and team meetings

Identifies and refers business opportunities to key partners, including Commercial Banking and Wealth Management, to deliver holistic client solutions

Develops and executes a market business plan, including sales strategies, to achieve retail sales program / product objectives

Represents the retail sales programs / products at sales calls and events

Generates appointments and opportunities to grow business results

Prioritizes the market’s client and prospect pipeline and schedules for events and seminars

Manages regional retail sales programs / products to maximize client opportunities across BMO

Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs

Recommends program design changes based on client or market segment needs to enhance program effectiveness and establish best practices

Provides strategic input into business decisions as a trusted advisor

Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group

Acts as a subject matter expert on relevant regulations and policies

May network with industry contacts to gain competitive insights and best practices

Develops the business case by identifying needs, analyzing potential options and assessing expected return on investment

Establishes strong partnerships with BMO colleagues and senior leaders in the designated market

Acts as the prime subject matter expert for internal/external stakeholders

Breaks down strategic problems, and analyses data and information to provide insights and recommendations

Defines business requirements for analytics and reporting to ensure data insights inform business decision making

Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards

Develops and applies the framework for databases; oversees database management in adherence with data governance standards

Monitors and tracks performance and addresses any issues

Designs and produces regular and ad-hoc reports and dashboards

Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives

Leads the development of the communication strategy focusing on positively influencing or changing behavior

Collaborates across BMO to develop communications strategies and ensure consistency of messaging to positively influence or change behavior

Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution

Leads/participates in the design, implementation, and management of core business/group processes

Plans and controls unit operating expenses in accordance with forecasts

Makes recommendations to leaders on financial management processes based on changing requirements

Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis, and reporting

Leads / participates in the design, implementation, and management of core business / group processes

Provides input to program development and marketing strategies to grow the market share

Identifies, refines, and shares suggestions to improve sales calls, events, seminars, materials, and tools

Delivers the desired customer experience in partnership with BMO colleagues

Breaks down strategic problems, and analyzes data and information to provide insights and recommendations

Monitors and tracks performance, and addresses any issues

Builds effective relationships with internal / external stakeholders

Ensures alignment between stakeholders

Supports the execution of strategic initiatives in collaboration with internal and external stakeholders

Conducts independent analysis and assessment to resolve strategic issues

Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders

Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine

Implements changes in response to shifting trends

Broader work or accountabilities may be assigned as needed

Qualification

Retail banking knowledgeBusiness developmentData-driven decision makingAnalytical skillsCustomer-orientedPresentation skillsInfluence skillsManage ambiguityCollaboration skillsTime managementProblem solvingCommunication skills

Required

Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience

Meets all CFPB and Safe Act requirements and adheres to all compliance, regulatory, and legal guidelines

In depth/Expert knowledge of retail products and retail branch networks

Presentation skills and time management – In-depth/Expert

Proven business development success

Customer-oriented; focused on designing and delivering a great customer experience

Proactive and collaborative with team members to establish trust and partnerships

Committed to building strong internal and customer relationships

Comfort with multi-tasking to manage multiple clients and/or events simultaneously

Seasoned professional with a combination of education, experience and industry knowledge

Verbal & written communication skills - In-depth / Expert

Analytical and problem solving skills - In-depth / Expert

Influence skills - In-depth / Expert