Bank at Work Relationship Manager

Responsibilities

• Develop and execute market business plans and sales strategies to achieve retail sales program objectives
• Identify and refer business opportunities to Commercial Banking and Wealth Management to deliver holistic client solutions
• Represent retail sales programs at sales calls, events, and seminars to generate new appointments and opportunities
• Manage client and prospect pipelines to maximize business results and market share
• Provide strategic input and recommendations to senior leaders regarding program design and new initiatives
• Analyze data and information to provide insights, define business requirements for reporting, and drive decision-making
• Build and maintain strong partnerships with internal BMO colleagues and external stakeholders
• Ensure compliance with all relevant regulations, policies, and data governance standards

Requirements

• 7+ years of relevant experience in retail banking or a related field
• Post-secondary degree in a related field of study or equivalent combination of education and experience
• Expertise in retail products and retail branch networks
• Proven ability to meet CFPB and Safe Act compliance requirements
• Strong analytical, problem-solving, and data-driven decision-making skills
• Expert-level presentation, verbal, and written communication skills
• Demonstrated success in business development and relationship management

About the Company

BMO is a leading North American bank driven by a shared purpose: to Boldly Grow the Good in business and life. With more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services. We are committed to creating lasting, positive change for our customers, our communities, and our people through innovation and excellence.