BMO U.S.
Overview
Base pay range: $51,800.00/yr - $95,900.00/yr
Retrieval and pay information are provided in the job description. The role focuses on achieving sales and other targets, improving work processes for sales and service management, risk management and compliance, and optimizing opportunities through deal teams and sales calls. The position influences the strategic direction of the business line, supporting development, prioritization, and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.
Responsibilities
Provides support for sales activities such as presentations, bids/proposals, and requests for information.
Develops an effective external network to support the identification of new and increased investment/lending business opportunities.
Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
Establishes and enhances the Bank’s brand by participating in meaningful and focused business and community activities.
Participates in industry forums and conferences to stay apprised of industry trends, competitive insights, products and services.
Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
Coordinates cash management product implementation and financial transaction setup.
Ensures consistent personnel training throughout the team.
Acts as the daily sales contact for the client for sales-related questions (product information, pricing, implementation timeframes, requirements).
Acts as the key sales contact to gather detailed information necessary to move the sale forward, including completing required documentation.
Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.
Tracks implementation requests to maintain timelines and ensure accurate billing to clients.
Tracks internal reports and recommends improvements to sales support materials based on findings and feedback.
Compiles pre-call and post-call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
Provides research and data gathering to the sales team to facilitate solutions to the client’s/prospect’s business needs.
Assists with sales and service administration and processing to ensure a seamless client experience and identify opportunities.
Maintains current client information in the bank system/files to ensure client history is accurate and complete.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, including unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Salary & Pay Type Salary:
$51,800.00 - $95,900.00
Pay Type:
Salaried
The above represents BMO Financial Group’s pay range and type. Salaries may vary based on location, skills, experience, education, and qualifications and may include a commission structure. Salaries for part-time roles will be pro-rated based on hours worked. For commission roles, the listed salary represents the target for the first year in this position.
BMO Financial Group’s total compensation package will vary and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. Benefits may include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details, see Total Rewards.
About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We aim to create lasting, positive change for our customers, our communities and our people. We support your growth and impact from day one with training, coaching, manager support, and network-building opportunities.
To find out more, visit us at https://jobs.bmo.com/us/en
EEO Statement BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, veteran status, disability status, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to providing reasonable accommodations to individuals with disabilities. If you need an accommodation, please email BMOCareers.Support@bmo.com with your request.
Note to Recruiters BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO will be considered BMO property. A recruiting agency must have a written agency agreement to submit resumes.
#J-18808-Ljbffr
Retrieval and pay information are provided in the job description. The role focuses on achieving sales and other targets, improving work processes for sales and service management, risk management and compliance, and optimizing opportunities through deal teams and sales calls. The position influences the strategic direction of the business line, supporting development, prioritization, and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.
Responsibilities
Provides support for sales activities such as presentations, bids/proposals, and requests for information.
Develops an effective external network to support the identification of new and increased investment/lending business opportunities.
Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
Establishes and enhances the Bank’s brand by participating in meaningful and focused business and community activities.
Participates in industry forums and conferences to stay apprised of industry trends, competitive insights, products and services.
Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
Coordinates cash management product implementation and financial transaction setup.
Ensures consistent personnel training throughout the team.
Acts as the daily sales contact for the client for sales-related questions (product information, pricing, implementation timeframes, requirements).
Acts as the key sales contact to gather detailed information necessary to move the sale forward, including completing required documentation.
Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.
Tracks implementation requests to maintain timelines and ensure accurate billing to clients.
Tracks internal reports and recommends improvements to sales support materials based on findings and feedback.
Compiles pre-call and post-call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
Provides research and data gathering to the sales team to facilitate solutions to the client’s/prospect’s business needs.
Assists with sales and service administration and processing to ensure a seamless client experience and identify opportunities.
Maintains current client information in the bank system/files to ensure client history is accurate and complete.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, including unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Salary & Pay Type Salary:
$51,800.00 - $95,900.00
Pay Type:
Salaried
The above represents BMO Financial Group’s pay range and type. Salaries may vary based on location, skills, experience, education, and qualifications and may include a commission structure. Salaries for part-time roles will be pro-rated based on hours worked. For commission roles, the listed salary represents the target for the first year in this position.
BMO Financial Group’s total compensation package will vary and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. Benefits may include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details, see Total Rewards.
About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We aim to create lasting, positive change for our customers, our communities and our people. We support your growth and impact from day one with training, coaching, manager support, and network-building opportunities.
To find out more, visit us at https://jobs.bmo.com/us/en
EEO Statement BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, veteran status, disability status, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to providing reasonable accommodations to individuals with disabilities. If you need an accommodation, please email BMOCareers.Support@bmo.com with your request.
Note to Recruiters BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO will be considered BMO property. A recruiting agency must have a written agency agreement to submit resumes.
#J-18808-Ljbffr