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    Relationship Management Associate - San Francisco, United States - Bank of Montreal

    Bank of Montreal
    Bank of Montreal San Francisco, United States

    3 weeks ago

    Default job background
    Description

    Application Deadline:

    05/05/2024

    Address:
    180 Montgomery St.

    Job Family Group:
    Commercial Sales & Service

    We are seeking an Associate in our Diversified Industries Group located in the San Francisco Bay Area to support our new client acquisition efforts as we expand our presence in the geography.

    The Associate will be supporting our Managing Director, Business Development, by helping drive new client acquisition and growth in market share in the middle market segment across all industry verticals. This would include the preparation of pitch books, developing prospect lists, helping develop client planning tools as well as relationship strategies. In addition, this candidate will have in-depth knowledge with salesforce and will assist management with monitoring sales pipeline, as well as tracking referrals across the different lines-of-business.

    Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

    • supports development and execution of business development plans to that business goals are achieved or exceeded.
    • 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.
    • Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
    • Conducts independent analysis and assessment to resolve strategic issues.
    • Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
    • Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
    • 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.
    • Maintains accurate documentation and ensure 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 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.
    • 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 problems that can be complex and non-routine.
    • Implements changes in response to shifting trends.
    • 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.
    • 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.
    Compensation and Benefits:

    $67, $124,800.00

    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:

    Equal Employment Opportunity Statement

    BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected. characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

    We're here to help

    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

    BMO 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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