Practice Solutions Growth & Relationship Lead

BMO Harris Bank; Tempe (AZ); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank seeks a Commercial Sales & Service professional to drive growth in the Practice Solutions Industry Vertical. You will support pre-sales activities, manage client relationships, and coordinate cross-functional product implementations to deliver seamless solutions.

You will analyze market conditions, prepare proposals, and train teams to uphold internal controls and compliance while pursuing revenue and profitability targets.

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

• 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, 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 assist the client.
• 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.
• Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.

Skills

Credit knowledge

Communication skills

Team collaboration

Analytical thinking

Influence

Data-driven decisions

Technical proficiency

Education

Post-secondary degree

Job description

BMO Harris Bank seeks a Commercial Sales & Service professional to drive growth in the Practice Solutions Industry Vertical. You will support pre-sales activities, manage client relationships, and coordinate cross-functional product implementations to deliver seamless solutions.

You will analyze market conditions, prepare proposals, and train teams to uphold internal controls and compliance while pursuing revenue and profitability targets.