Retail Banking Relationship Leader

BMO U.S.; Long Beach (CA); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in California is seeking a seasoned sales leader to drive retail programs and products. You will act as market expert, partner with internal stakeholders, and deliver on program objectives through strategic planning and field activity.

This role requires 7+ years of experience, CFPB/Safe Act familiarity, and ability to build relationships, manage events, and optimize the client experience while working within regulatory guidelines.

Qualifications

• Typically 7+ years of relevant experience.
• Meets CFPB and Safe Act requirements and adheres to guidelines.
• Deep knowledge of retail products and branch networks.
• Strong presentation and time management skills.

Responsibilities

• Develops a market business plan and sales strategies.
• Represents retail programs at calls and events.
• Generates appointments and opportunities to grow results.
• Prioritizes client/prospect pipeline and schedules events.
• Coordinates data management and analytics to inform decisions.

Skills

Market expertise

Sales strategy

Stakeholder management

Relationship building

Regulatory knowledge

Education

Post-secondary degree

Job description

BMO Financial Group in California is seeking a seasoned sales leader to drive retail programs and products. You will act as market expert, partner with internal stakeholders, and deliver on program objectives through strategic planning and field activity.

This role requires 7+ years of experience, CFPB/Safe Act familiarity, and ability to build relationships, manage events, and optimize the client experience while working within regulatory guidelines.