Bank at Work Relationship Manager

• 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.

• 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.

BMO Financial