Sales Analyst

Bank of Montreal; Calgary; On-site; CAD 44,000 - 83,000; Full time

Job summary

An established industry player is seeking a dedicated Sales Professional to optimize sales processes and enhance customer experiences. This role involves achieving sales targets, building effective relationships with clients, and providing solutions to complex customer issues. You will work independently while collaborating with various teams to ensure seamless client interactions and accurate information management. If you are passionate about sales and customer service, and possess strong analytical and problem-solving skills, this is an excellent opportunity to make a meaningful impact in a dynamic environment.

Benefits

Health Insurance

Tuition Reimbursement

Accident and Life Insurance

Retirement Savings Plans

Performance-based Incentives

Discretionary Bonuses

Qualifications

• 3-5 years relevant experience and a post-secondary degree required.
• In-depth analytical, problem-solving, and collaboration skills needed.

Responsibilities

• Achieve sales targets and improve sales processes.
• Build relationships with stakeholders and assist in complex issues.
• Provide first-line assistance and maintain accurate client information.

Skills

Customer Satisfaction

Sales Management

Risk Management

Analytical Skills

Problem Solving

Collaboration

Influence Skills

Education

Post-secondary degree in related field

3-5 years of relevant experience

Job description

Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.

• Acts timely, efficiently and independently, taking ownership of customer satisfaction.
• Assists with more complex customer related issues.
• Builds effective relationships with internal/external stakeholders.
• Assesses and evaluates problematic trends in overdrawn accounts and escalates issues as per directives.
• May provide day to day operational leadership and coaching.
• May coordinate client fee billing for third party vendor charges.
• Provides first line assistance on document exception and maturity report research.
• Identifies, records and escalates any potential risk issues and recommends workflow process alternatives.
• Investigates, recommends actions on overdrawn accounts within internal timeframes.
• Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.
• Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary 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 keep the process on track with timelines, ensures 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 sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 – 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Specialized knowledge from education and/or business experience.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Application Deadline: 01/12/2025

Address: 525 8th Ave SW East Tower

Job Family Group: Commercial Sales & Service

Salary: $44500.00 - $82500.00

Pay Type: Salaried

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us:

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people