Practice Solutions Relationship Manager

BMO Harris Bank; Los Angeles (CA); 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 Financial Group in Los Angeles seeks a Commercial Sales & Service professional to drive growth through new client acquisition and expanded relationships. You will support pre-sales activities, coordinate product implementations, and maintain accurate client records to ensure a seamless experience for banking solutions.

The role emphasizes collaboration across departments, data-driven decision making, and strong communication to deliver measurable revenue results.

Qualifications

• 4-6 years of relevant experience and a post-secondary degree in related field or equivalent combination of education and experience.
• Credit qualifications and knowledge per 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 activities such as presentations, bids/proposals, and RFIs.
• Retains and expands relationships to achieve portfolio objectives.
• Establishes and enhances the Bank's brand through meaningful business and community engagement.
• Participates in industry forums and conferences to stay informed on trends and competitive insights.
• Provides subject matter expertise on market conditions and trends.
• Coordinates cash management, Credit Card, and other product implementation and setup.
• Collaborates with Premier and Wealth to refer other services to clients.
• Ensures consistent personnel training throughout the team.
• Acts as daily sales contact for client inquiries on product information, pricing, and timelines.
• Gathers data to advance the sales process and completes required documentation.
• Assists in pre-sales activities such as pitch preparation and client research.
• Tracks implementation requests to maintain timelines.
• Monitors internal reports and recommends improvements to sales materials.
• Compiles pre-call and post-call information packages from internal systems and staff.
• Provides research and data to support sales solutions for client needs.
• Assists with sales and service administration to ensure a seamless client experience.
• Maintains current client information in systems to keep history accurate.
• Focus is primarily on business/group within BMO; may have broader enterprise focus.
• Exercises judgment to diagnose and solve problems within given rules.
• Works independently on complex tasks; broader accountabilities may be assigned.

Skills

Verbal & written communication skills

Collaboration & team skills

Analytical & problem solving

Influence skills

Data driven decision making

Technical proficiency

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Los Angeles seeks a Commercial Sales & Service professional to drive growth through new client acquisition and expanded relationships. You will support pre-sales activities, coordinate product implementations, and maintain accurate client records to ensure a seamless experience for banking solutions.

The role emphasizes collaboration across departments, data-driven decision making, and strong communication to deliver measurable revenue results.