Practice Solutions Relationship Officer

BMO U.S.; San Ramon (CA); On-site; USD 81,000 - 152,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a business development professional to drive growth in the Practice Solutions industry vertical.

The role focuses on new client acquisition, expanding relationships, and maintaining strong revenue generation while ensuring adherence to audit and compliance requirements. You will support pre-sales activities, coordinate product implementations, and work with Premier and Wealth teams to refer clients for additional services.

Qualifications

• 4–6 years of relevant experience in banking or financial services.
• Credit qualifications and knowledge according to standards.
• Technical proficiency gained through education and/or business experience.
• Clear verbal & written communication skills.
• Collaborative and team-oriented mindset.
• Strong data-driven decision making capabilities.

Responsibilities

• Support pre-sales activities such as presentations, bids/proposals, and RFIs.
• Retain and expand relationships to achieve portfolio objectives.
• Coordinate cash management, credit card, and product implementations.
• Gathers data to advance the sales process and completes required documentation.
• Provide research and data to sales team to facilitate client solutions.
• Maintain accurate client information in internal systems.

Skills

Verbal & written communication

Collaboration

Analytical thinking

Problem solving

Influence skills

Data-driven decisions

Education

Post-secondary degree in related field

Job description

Facilitates growth initiatives for the Bank through business development in the Practice Solutions Industry Vertical. Maintains an outstanding and continuous record of significant revenue generation through new client acquisition and enhanced relationships with existing clients in the Practice Solutions industry. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• 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.
  

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.

Salary

$81,400.00 - $151,800.00

Pay Type

Salaried

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [e-mail] and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.