Practice Solutions Relationship Officer
Core
Facilitates growth initiatives for the Bank through business development in the Practice Solutions Industry Vertical, focusing on new client acquisition and enhancing relationships with existing clients.
Role type
Senior IC commercial sales relationship officer
Builds
Client relationships and revenue in the Practice Solutions industry
Domain
Banking / Commercial Sales
Required skills
Business development, Client relationship management, Pre-sales support, Credit knowledge, Product implementation coordination, Data gathering, Cross-functional collaboration, Sales administration, Market trend analysis, Client referrals
Preferred skills
None stated
Technologies
None stated
Responsibilities
Facilitate growth initiatives for the Bank through business development in the Practice Solutions Industry Vertical, Maintain outstanding and continuous record of significant revenue generation through new client acquisition and enhanced relationships with existing clients, Ensure required internal control standards including adherence to audit, regulatory and compliance policies, Provide support for pre-sales sales activities such as presentations, bids/proposals, and requests for information, Retain and expand existing relationships to achieve portfolio retention, sales, service, and profitability objectives, Establish and enhance the Bank's brand by participating in meaningful and focused business and community activities, Participate in industry forums and conferences to keep apprised of all industry trends, competitive insights, products and services, Provide subject matter expertise on market conditions and trends to maintain a high level of environmental awareness, Coordinate cash management, Credit Card, and other product implementation and financial transaction set-up, Work closely with other areas of the banking including Premier and Wealth to make referrals for other services the Bank offers that assist the client, Ensure consistent personnel training throughout the team, Act as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements, Gather data to advance sale process and complete all required documentation, Assist team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action, Track implementation requests to keep the process on track with timelines, Track Internal reports and recommend improvements to sales support materials based on findings and feedback, Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes, Provide research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs, Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met, Maintain current client information on Bank system/files to ensure client history is accurate and complete, Focus primarily on business/group within BMO; may have broader, enterprise-wide focus, Exercise judgment to identify, diagnose, and solve problems within given rules, Work independently on a range of complex tasks, which may include unique situations, Broader work or accountabilities may be assigned as needed
Seniority
Mid-Senior, hands-on IC
