Practice Solutions Growth & Relationship Manager

BMO U.S.; Los Angeles (CA); Presencial; USD 90.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descripción de la vacante

BMO Financial Group in Los Angeles seeks a growth-focused professional to drive business development within the Practice Solutions vertical. You will support pre-sales activities, help expand client relationships, and coordinate cross-functional product implementations to ensure a seamless client experience.

The role emphasizes data-driven decision making, market research, and collaboration across banking teams to foster revenue and brand growth.

Formación

• 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.

Responsabilidades

• Support pre-sales activities such as presentations, bids/proposals, and requests for information.
• Retain and expand existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
• Establish and enhance the Bank’s brand by participating in meaningful and focused business and community events.
• Participate in industry forums and conferences to keep apprised of industry trends, competitive insights, products and services.
• Provide subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
• Coordinate cash management, Credit Card, and other product implementation and financial transaction set-up.
• Work closely with Premier and Wealth to make referrals for other services the Bank offers that assist the client.
• Ensure consistent personnel training throughout the team.
• Act as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gather data to advance sale process and complete all required documentation.
• Assist team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Track implementation requests to keep the process on track with timelines.
• Track internal reports and recommend improvements to sales support materials based on findings and feedback.
• Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provide research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintain 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.
• Exercise judgment to identify, diagnose, and solve problems within given rules.
• Work independently on a range of complex tasks, which may include unique situations.

Conocimientos

Business development

Pre-sales support

Client relationship management

Sales collaboration

Analytical skills

Verbal & written communication

Collaboration & teamwork

Data-driven decision making

Problem solving

Educación

Post-secondary degree in related field

Descripción del empleo

BMO Financial Group in Los Angeles seeks a growth-focused professional to drive business development within the Practice Solutions vertical. You will support pre-sales activities, help expand client relationships, and coordinate cross-functional product implementations to ensure a seamless client experience.

The role emphasizes data-driven decision making, market research, and collaboration across banking teams to foster revenue and brand growth.