Practice Solutions Growth Architect

BMO; San Diego (CA); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in San Diego seeks an experienced Commercial Sales & Service professional to drive growth through new client acquisition and expanded relationships. You will support pre-sales activities, coordinate product implementation, and ensure compliance with internal controls.

The role focuses on business development within the Practice Solutions Industry Vertical, with responsibilities for pricing, proposals, and data-driven insights to optimize revenue.

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.
• Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• 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.

Responsibilities

• Provides support for pre-sales sales activities such as presentations, bids/proposals, and requests for information.
• 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.
• Participates in industry forums and conferences to keep apprised of all 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, Credit Card, and other product implementation and financial transaction set-up.
• Works closely with other areas of the banking including Premier and Wealth to make referrals for other services the Bank offers that an assist the client.
• Ensures consistent personnel training throughout the team.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Tracks implementation requests to keep the process on track with timelines.
• 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 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.

Skills

4-6 years experience

Credit knowledge

Technical proficiency

Verbal communication

Written communication

Collaboration

Analytical thinking

Influence skills

Data-driven decisions

Education

Post-secondary degree in related field

Job description

BMO Financial Group in San Diego seeks an experienced Commercial Sales & Service professional to drive growth through new client acquisition and expanded relationships. You will support pre-sales activities, coordinate product implementation, and ensure compliance with internal controls.

The role focuses on business development within the Practice Solutions Industry Vertical, with responsibilities for pricing, proposals, and data-driven insights to optimize revenue.