BMO US
Senior Treasury Sales Consultant - Team Lead
BMO US, Los Angeles, California, United States, 90079
300 S. Grand Ave. Los Angeles California, 90071
Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.Responsibilities:
Leads and executes business development plans to achieve or exceed business goals.Delivers reliable activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into sales.Provides deal structuring expertise and additional expertise as knowledge base and needs dictate.Identifies issues, gaps, and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks.Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Develops the business case by identifying needs, analyzing potential options, and assessing expected return on investment.Recommends business priorities, advises on resource requirements, and develops a roadmap for strategic execution.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs, and business growth opportunities.May network with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manages the annual review process, interim reviews, specified quarterly reports, and resolution of exceptions.Maintains accurate documentation and ensures adherence to prescribed policies and procedures and overall safety of the Bank’s position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as the daily sales contact for the client for sales-related questions such as product information, pricing, implementation timeframes, and requirements.Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.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 the sales team to facilitate solutions 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.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to complex and non-routine problems.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Seasoned professional with a combination of education, experience, and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem-solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data-driven decision making - In-depth / Expert.Salary:
$110,000.00 - $204,100.00Pay Type:
SalariedThe 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 the 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-RewardsWe’re here to helpAt 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 skill set.To find out more visit us at https://jobs.bmo.com/us/enBMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.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.
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Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.Responsibilities:
Leads and executes business development plans to achieve or exceed business goals.Delivers reliable activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into sales.Provides deal structuring expertise and additional expertise as knowledge base and needs dictate.Identifies issues, gaps, and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks.Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Develops the business case by identifying needs, analyzing potential options, and assessing expected return on investment.Recommends business priorities, advises on resource requirements, and develops a roadmap for strategic execution.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs, and business growth opportunities.May network with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manages the annual review process, interim reviews, specified quarterly reports, and resolution of exceptions.Maintains accurate documentation and ensures adherence to prescribed policies and procedures and overall safety of the Bank’s position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as the daily sales contact for the client for sales-related questions such as product information, pricing, implementation timeframes, and requirements.Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.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 the sales team to facilitate solutions 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.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to complex and non-routine problems.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Seasoned professional with a combination of education, experience, and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem-solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data-driven decision making - In-depth / Expert.Salary:
$110,000.00 - $204,100.00Pay Type:
SalariedThe 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 the 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-RewardsWe’re here to helpAt 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 skill set.To find out more visit us at https://jobs.bmo.com/us/enBMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.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.
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