Strategic Retail Banking Relationship Leader

BMO Harris Bank; Long Beach (CA); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank is seeking a seasoned retail sales leader to drive market strategy and growth for designated retail programs. The role focuses on delivering sales results, building relationships with internal stakeholders, and acting as a market expert on relevant regulations and policies.

This position requires knowledge of CFPB and Safe Act requirements, and involves mortgage licensing and potential regulatory checks.

Qualifications

• 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.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; cross‑group collaboration - In-depth / Expert.

Responsibilities

• 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 business strategy and stakeholder needs.

Skills

Customer-facing

Sales leadership

Regulatory compliance

Data analysis

Stakeholder management

Presentation skills

Education

Post-secondary degree in related field

7+ years of experience in relevant field

Job description

BMO Harris Bank is seeking a seasoned retail sales leader to drive market strategy and growth for designated retail programs. The role focuses on delivering sales results, building relationships with internal stakeholders, and acting as a market expert on relevant regulations and policies.

This position requires knowledge of CFPB and Safe Act requirements, and involves mortgage licensing and potential regulatory checks.