Job Information
BMO Financial Group Bank at Work Relationship Manager in Fremont, California
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.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
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. Qualifications:
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.
Compensation and Benefits:
$110,000.00 - $204,100.00
Pay Type:
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.