Part Time Management
$56k - $103.5k par annéeBank of Montreal
Commercial Sales & Service
Cultivates builds and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMOs market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
Develops internal and external networks and referral sources to ensure ongoing growth of BMOs business.
Generates appointments and opportunities to grow business results through targeted sales efforts.
Develops maintains and executes a business plan including relationship management strategies to achieve customer retention objectives.
Identifies prospective customers and cross-sells additional products and services to meet their needs.
Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
Understands the local market and proactively develops relationships with centres of influence.
Delivers exceptional customer service and builds trust by providing expertise responsive service and support.
Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
Answers inquiries and provides accurate information about business banking products and services.
Understands customer needs and offers financial solutions that meet customer goals.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Develops maintains and executes a business plan including relationship management strategies to achieve customer retention objectives.
Breaks down strategic problems and analyses data and information to provide insights and recommendations.
Monitors and tracks performance and addresses any issues.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments planning stakeholder management execution evaluation and sustainment of initiatives.
Provides input into the planning and implementation of operational programs.
Executes work to deliver timely accurate and efficient service.
Supports the development and promotion of a business/group program.
Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud robbery counterfeiting money laundering or defalcation.
Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
Identifies risks and takes appropriate actions including all documentation and other regulatory requirements to maintain operational integrity.
Focus is primarily on business/group within BMO; 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.
Strong financial analysis skills with a demonstrated ability to interpret financial statements assess creditworthiness and provide actionable insights to drive business growth and mitigate risk.
Strong knowledge of business banking products lending processes and loan documentation and supporting policies procedures and technologies.
Strong experience with customer sales and service.
Technical proficiency gained through education and/or business experience.
Data driven decision making - In-depth.
Salaries for part-time roles will be pro-rated based on number of hours regularly worked. BMO Financial Groups 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. 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.
We strive to help you make an impact from day one for yourself and our customers. Well 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 well help you gain valuable experience and broaden your skillset.
Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.
A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.
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