Treasury Advisor - Commercial Banking (Emerging Middle Market)
Location: Newport Beach, CA, USA; City of Industry, CA, USA
Time Type: Full time
Posted On: 3 Days Ago
Application Deadline: 10/06/2024
Address: 4400 MacArthur Blvd.
Job Family Group: Commercial Sales & Service
Responsibilities:
- Achieves sales and other targets established by business plans.
- Continuously assesses and improves work processes for sales and service management, risk management, and compliance.
- Optimizes opportunities through deal teams and sales calls.
- Influences the strategic direction of the line of business.
- Provides support for sales activities such as presentations, bids/proposals, and requests for information.
- Develops an effective external network to support the identification of new and increased investment/lending business opportunities.
- 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 activities.
- 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.
- Coordinates cash management product implementation and financial transaction set-up.
- Ensures consistent personnel training throughout the team.
- Acts as the daily sales contact for the client for sales-related questions.
- Gathers required detailed information necessary to move the sale forward.
- Provides assistance to the team in pre-sales such as pitch preparation and client research.
- Tracks implementation requests to keep the process on track with timelines.
- Tracks internal reports and recommends improvements to sales support materials.
- Compiles pre-call and post-call information packages.
- Provides research and data gathering to sales team to facilitate solutions to client needs.
- Assists with sales and service administration and processing.
- Maintains current client information on Bank system/files.
- Exercises judgment to identify, diagnose, and solve problems.
- Works independently on a range of complex tasks.
- 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 equivalent combination of education and experience.
- 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: $61,600.00 - $114,400.00
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.
We’re here to help:
At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. We strive to help you make an impact from day one – for yourself and our customers.
BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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