Regional Manager, Zero Barriers to Business

Application Deadline:


12/12/2024

Address:

6455 S. Yosemite St.

Job Family Group:

Customer Solutions

Annual base salary:
The annual base salary range of $73,200. 00 - $104,550. 00 - $135,900 represents the anticipated low and high end of the BMO Financial Group's salary range for this position. Actual salaries will vary and will be based on various factors, such as skill, experience and qualification for the role. This position is also eligible for a bonus plan.

The base salary and potential bonus is one component of BMO Financial Group's total compensation package for employees. Other rewards and benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
bmousbenefits. com.

The mission of Zero Barriers to Business is to remove barriers to access to capital, education, meaningful networks, and partnerships to help underserved and diverse small businesses achieve real financial progress.

A BMO Zero Barriers to Business Regional Manager will help support the broader team's focus on growing our Specialty Lending Programs (BMO for Asian-owned, BMO for Black-owned, BMO for Hispanic/Latino-owned, BMO for LGBTQ+ owned, BMO for Native-owned, BMO for Veteran-owned, and BMO for Women-owned businesses) and achieving the bold commitments outlined through BMO EMpower 2. 0. Each RM partners with 30 branch locations in a designated market along a team of representatives from Bank at Work, Business Banking, Premier Banking, and Mortgage to ensure the local community benefits from the full suite of resources BMO has to offer.

As a Zero Barriers to Business Regional Manager at BMO, you will:

• Serve as liaison to internal and external partners to help build relationships and ensure financial education and product solutions are available to all within your assigned territory.
• Develop a community outreach and engagement plan, facilitate (and/or co-facilitate) regular financial health workshops and Meeting in a Box events in the branch.
• Own execution of the events end-to-end from event outreach, enrollment, lead capture and surveys.
• Act as steward/coach bringing in-branch and community awareness to Specialty Lending Programs.

• Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success.
• Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our small business customers' financial needs.

• Enjoy a competitive base salary and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.

• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops business cases by identifying needs, analyzing potential options, and assessing expected returns on investment.
• Provides recommendations on product lifecycle.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Provides input into the planning and implementation of operational programs.
• Executes work to deliver timely, accurate, and efficient service.
• Monitors key product performance and growth metrics to identify trends and recommend action plans.
• Leads/oversees the management of vendor relationships and external partnerships and provides guidelines for execution; ensures that all agreements are met as per requirements.
• Resolves internal, complex or higher risk customer escalations or policy exceptions, which may include interactions with clients and sales.
• Reviews analysis of issues and identifies gaps and solutions.
• Provides competitive analysis and benchmarking to identify product strengths and gaps, and extract insights.
• Analyzes customer/consumer insights and channel data to identify strengths and gaps, and extract insights.
• Completes internal and regulatory reporting, and attestations.
• Identifies existing and potential risks and develops risk management controls and processes.
• Develops and maintains product directives and policies.
• Supports development of key metrics and identification of trends.
• Gathers customer and sales feedback and analyzes issues.
• Participates in and evaluates market research and competitive analysis associated with assigned products.
• Participates in and evaluates customer / consumer insights and channel information.
• Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
• Resolves internal, first level customer escalations.
• Leads/participates in the design, implementation, and management of core business / group processes.
• Gathers basic market research and competitive intelligence, including pricing, from publicly available information.
• Runs analyses and reports that support risk management and policy development.
• Defines and implements business cases and strategic roadmaps for banking products and services, including project and budget approvals.
• Designs, implements, manages, and enhances a single product or suite of products throughout the product lifecycle.
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