BMO U.S. · 2 hours ago
Bank at Work Relationship Manager
Hoffman Estates, IL
Full-time
Onsite
Mid, Senior Level
$102K/yr - $190K/yr
7+ years expBMO U.S. is a financial services provider committed to creating positive change for customers and communities. The Bank at Work Relationship Manager will partner with internal stakeholders to enhance retail sales programs and grow market share, while also acting as a market expert and managing client relationships.
Banking
Responsibilities
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, analysing 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 behaviour
Collaborates across BMO to develop communications strategies and ensure consistency of messaging to positively influence or change behaviour
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
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
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert
Able to manage ambiguity
Data driven decision making - In-depth / Expert
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
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