Workplace Banking Relationship Manager

BMO Financial is seeking a Bank at Work Relationship Manager to connect employers and their employees with convenient banking solutions and financial wellness resources. Build trusted relationships with business and community partners, develop outreach plans, lead engaging presentations and workshops, and guide customers to products that fit their needs. Partner with branch, sales, and product teams to deliver excellent service, grow program participation, and achieve business goals. The ideal candidate brings relationship-building, consultative sales, presentation, and financial services experience, along with strong communication and organizational skills. Join BMO’s inclusive, customer-focused team and contribute to meaningful customer and community impact while accessing career development opportunities and comprehensive benefits. Build and maintain relationships with employers and community partners to promote BMO’s workplace banking services. Develop and execute outreach plans to increase employee enrollment in banking products and services. Conduct presentations, financial wellness workshops, and onsite or virtual engagement events. Identify customer needs and recommend appropriate banking solutions, including deposit, lending, and digital banking products. Collaborate with branch, sales, and product teams to deliver a consistent customer experience. Track outreach activity, referrals, and business results; prepare reports and meet growth goals. Support customers with account inquiries and connect them with the appropriate BMO resources. Represent BMO professionally while supporting its commitment to integrity, inclusion, and community impact. Relationship management Consultative sales Business development Banking products and services Financial wellness education Client and prospect outreach Presentation and facilitation Lead and referral management Sales pipeline and performance reporting Customer needs assessment Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Bachelor’s degree in business, finance, communications, or a related field preferred Relevant banking or financial services experience Valid driver’s license may be required for local employer visits Relevant financial education, banking, or sales certifications are a plus