Practice Solutions Growth Partner

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability and life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a Commercial Sales & Service professional in San Diego to drive growth, acquire new clients, and strengthen existing relationships. You will coordinate cash management, credit products, and implementation steps while maintaining strong governance and internal controls.

The role emphasizes pre-sales support, data-driven decision making, and collaboration across teams to meet revenue and profitability targets, with a focus on the Practice Solutions Industry vertical.

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

• Facilitates growth initiatives for the Bank through business development in the Practice Solutions Industry Vertical.
• Supports pre-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.
• Coordinates cash management and product implementation and financial transaction setup.
• Tracks implementation requests to keep the process on track with timelines.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical problem solving

Influence skills

Data-driven decision making

Technical proficiency

Credit qualifications

Education

Bachelor's degree or equivalent experience

Job description

BMO Financial Group is seeking a Commercial Sales & Service professional in San Diego to drive growth, acquire new clients, and strengthen existing relationships. You will coordinate cash management, credit products, and implementation steps while maintaining strong governance and internal controls.

The role emphasizes pre-sales support, data-driven decision making, and collaboration across teams to meet revenue and profitability targets, with a focus on the Practice Solutions Industry vertical.