Retail Program & Market Relationship Lead

BMO; Fresno (CA); On-site; USD 100,000 - 220,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States seeks a senior sales professional to originate and grow retail loan programs. You will partner with internal stakeholders, act as market expert, attend joint sales calls, and develop strategies to increase market share while ensuring compliance with CFPB and SAFE Act.

The role demands deep retail product knowledge, strong presentation and relationship-building skills, and the ability to manage multiple client and event opportunities.

Qualifications

• 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.

Responsibilities

• Acts as the market expert for the designated retail sales programs/products.
• Delivers sales activities and results for designated programs/products.
• Identifies and refers business opportunities to key partners.
• Develops and executes a market business plan and sales strategies.
• Represents the programs at calls and events and grows market share.
• Manages regional programs to maximize client opportunities.
• Develops data-driven insights and analytics to inform decisions.
• Leads change management and communication strategies across the organization.
• Plans and controls unit operating expenses and recommends financial processes.

Education

Post-secondary degree in related field

7+ years of relevant experience

Job description

BMO Financial Group in the United States seeks a senior sales professional to originate and grow retail loan programs. You will partner with internal stakeholders, act as market expert, attend joint sales calls, and develop strategies to increase market share while ensuring compliance with CFPB and SAFE Act.

The role demands deep retail product knowledge, strong presentation and relationship-building skills, and the ability to manage multiple client and event opportunities.