Bank at Work Relationship Manager bei Bmo

12/30/2025

Address:

4400 MacArthur Blvd.

Job Family Group:

Retail Banking Sales & Service

Partners with internal stakeholders to drive sales activities and results for designated retail sales programs and products. Serves as the market expert to grow share and enhance program effectiveness. Builds strong relationships across the designated market, participating in joint sales calls, team meetings, and strategic initiatives.

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

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). Federal registration with the Nationwide Mortgage Licensing System and Registry is required. The Bank will provide guidance on registration requirements. A criminal background review and credit history evaluation will be conducted, and restrictions apply regarding real estate agent activities.

 

Key Responsibilities

• Develops and executes market business plans and sales strategies to achieve program objectives.
• Represents retail programs and products at sales calls, events, and seminars.
• Generates appointments and business opportunities to drive results.
• Prioritizes client and prospect pipelines and coordinates event schedules.
• Manages regional retail programs to maximize client engagement across BMO.
• Partners with Commercial Banking and Wealth Management to identify cross-functional opportunities, enhance client outcomes, and support integrated financial solutions.
• Provides strategic input and recommendations to senior leaders based on market insights and stakeholder needs.
• Acts as a subject matter expert on retail products, regulations, and policies.
• Networks with industry contacts to gain competitive insights and share best practices.
• Develops business cases by identifying needs, analyzing options, and assessing ROI.
• Leads change management initiatives, communication strategies, and operational programs.
• Designs and produces reports and dashboards to monitor performance and inform decision-making.
• Oversees data governance and analytics frameworks to ensure data integrity and alignment.
• Supports strategic initiatives and process improvements across business groups.
• Builds effective relationships with internal and external stakeholders to ensure alignment and collaboration.
• Applies expertise to solve complex, non-routine problems and adapt to shifting market trends.
• May be assigned broader responsibilities as needed.

 

Qualifications

• 7+ years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience
• Meets all CFPB and SAFE Act requirements; adheres to compliance, regulatory, and legal guidelines
• Expert knowledge of retail products and branch networks
• Proven success in business development and delivering exceptional customer experiences
• Strong presentation, communication, and time management skills
• Collaborative and proactive team player with a focus on building trust and partnerships
• Skilled in managing multiple clients and events simultaneously
• Advanced analytical, problem-solving, and data-driven decision-making abilities
• Effective influencer with cross-functional collaboration expertise
• Comfortable navigating ambiguity and adapting to change

Salary:

$112,200.00 - $209,000.00

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

About Us

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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

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.

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