BMO U.S.
Technical Sales Consultant
Join to apply for the Technical Sales Consultant role at BMO U.S. Serves as a subject matter expert, partnering with relationship managers, sales teams, product managers and implementation leaders to provide technical expertise and strategic solutions for BMO's corporate clients.
Responsibilities
Leads technical discussion and provides subject matter expertise and assistance with complex deal structuring.
Provides pre‑sales assistance to the team in pitch preparation, client research, preparing prospect and client files for action by the Sales Professional Planning.
Assists with sales and service administration and processing to ensure client experience is seamless and opportunities are identified and met.
Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
Provides support for sales activities (presentations, bids / proposals, and requests for information).
Works toward the achievement of sales targets for business banking cash management products and services by applying business development and relationship management sales and service principles, practices, techniques and financial counseling or planning capabilities and developing packages or alternatives that meet profitability standards.
Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders to drive the achievement of cash management sales and service commitments and support the delivery of the desired customer experience.
Develops and utilizes market knowledge and existing relationships to identify opportunities that increase product penetration and revenue per customer for sales teams and individual portfolios.
Leads ongoing education and training to sales teams throughout US and Canada on specified cash management products, services and technology solutions.
Leads or participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels.
Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
Provides product‑related expertise to answer questions (product information, pricing, implementation timeframes, requirements, etc.).
Coordinates planning, implementation, and review activities with banking partners / stakeholders to profitably meet or exceed the customer’s needs/expectations.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
Participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Gathers and researches data for banking partners / stakeholders to facilitate solutions that meet client / prospect needs.
Continuously assesses and improves the work processes to maximize effectiveness and efficiency of sales and service management, risk management, and compliance within prescribed limits.
Ensures smooth transition to implementation team to reduce set‑up delays.
Supports cash management product implementation set‑up, as needed.
Client‑focused, with a commitment to understanding and exceeding client expectations.
Acts timely, efficiently and independently, taking ownership of client satisfaction.
Executes work to deliver timely, accurate, and efficient service.
Develops and maintains relationships with banking partners and stakeholders.
Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
Participates in projects and other activities designed to improve the customer experience.
Liaises between clients and various departments across the organization to discuss issues and procedures, and provide product support and expertise.
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, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications
Ability to translate complex technical concepts into simple, value‑driven solutions for clients and internal teams.
Strong understanding of APIs and integration concepts in client environments.
5+ years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience.
Knowledge of cash management products and services, including payment messaging standards – In‑depth.
Knowledge of business investment and lending products – Good.
Knowledge of other banking products and services – Good.
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.
Compensation & Benefits Salary: $74,000.00 – $138,000.00. Pay Type: Salaried. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details visit https://jobs.bmo.com/global/en/Total-Rewards.
Equal Employment Opportunity 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, status as a protected veteran, status as an individual with a disability, 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 working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
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Responsibilities
Leads technical discussion and provides subject matter expertise and assistance with complex deal structuring.
Provides pre‑sales assistance to the team in pitch preparation, client research, preparing prospect and client files for action by the Sales Professional Planning.
Assists with sales and service administration and processing to ensure client experience is seamless and opportunities are identified and met.
Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
Provides support for sales activities (presentations, bids / proposals, and requests for information).
Works toward the achievement of sales targets for business banking cash management products and services by applying business development and relationship management sales and service principles, practices, techniques and financial counseling or planning capabilities and developing packages or alternatives that meet profitability standards.
Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders to drive the achievement of cash management sales and service commitments and support the delivery of the desired customer experience.
Develops and utilizes market knowledge and existing relationships to identify opportunities that increase product penetration and revenue per customer for sales teams and individual portfolios.
Leads ongoing education and training to sales teams throughout US and Canada on specified cash management products, services and technology solutions.
Leads or participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels.
Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
Provides product‑related expertise to answer questions (product information, pricing, implementation timeframes, requirements, etc.).
Coordinates planning, implementation, and review activities with banking partners / stakeholders to profitably meet or exceed the customer’s needs/expectations.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
Participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Gathers and researches data for banking partners / stakeholders to facilitate solutions that meet client / prospect needs.
Continuously assesses and improves the work processes to maximize effectiveness and efficiency of sales and service management, risk management, and compliance within prescribed limits.
Ensures smooth transition to implementation team to reduce set‑up delays.
Supports cash management product implementation set‑up, as needed.
Client‑focused, with a commitment to understanding and exceeding client expectations.
Acts timely, efficiently and independently, taking ownership of client satisfaction.
Executes work to deliver timely, accurate, and efficient service.
Develops and maintains relationships with banking partners and stakeholders.
Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
Participates in projects and other activities designed to improve the customer experience.
Liaises between clients and various departments across the organization to discuss issues and procedures, and provide product support and expertise.
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, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications
Ability to translate complex technical concepts into simple, value‑driven solutions for clients and internal teams.
Strong understanding of APIs and integration concepts in client environments.
5+ years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience.
Knowledge of cash management products and services, including payment messaging standards – In‑depth.
Knowledge of business investment and lending products – Good.
Knowledge of other banking products and services – Good.
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.
Compensation & Benefits Salary: $74,000.00 – $138,000.00. Pay Type: Salaried. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details visit https://jobs.bmo.com/global/en/Total-Rewards.
Equal Employment Opportunity 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, status as a protected veteran, status as an individual with a disability, 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 working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
#J-18808-Ljbffr