Commercial Banking Transportation Finance - Inside Sales Representative

BMO•Irving, TX

1d•$54,000 - $99,600

About The Position

Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Assists in pre-sales activities, including preparing client pitches, conducting market research, and organizing prospect/client files for follow-up action. Works with internal teams to structure tailored financial products and solutions that meet client needs, ensuring compliance with regulatory requirements and bank policies. Provides research and data to the sales team to support the development of tailored solutions that meet clients’ business needs. Maintains accurate client records and ensures up-to-date information across systems. Identifies areas for process improvement and manages initiatives to streamline operations, improve efficiency, and enhance the overall client experience. Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed.

Requirements

3 – 5 years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Specialized knowledge from education and/or business experience.
Intermediate level of proficiency: Financial Analysis Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Customer Service Problem Solving Negotiation Customer Relationship Building

Nice To Haves

Bachelor’s degree preferred; Business Administration, Finance and Accounting preferred.
Any other related discipline or commensurate work experience considered.

Responsibilities

Facilitates growth for the Bank through business development and management of key client relationships.
Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Assists in pre-sales activities, including preparing client pitches, conducting market research, and organizing prospect/client files for follow-up action.
Works with internal teams to structure tailored financial products and solutions that meet client needs, ensuring compliance with regulatory requirements and bank policies.
Provides research and data to the sales team to support the development of tailored solutions that meet clients’ business needs.
Maintains accurate client records and ensures up-to-date information across systems.
Identifies areas for process improvement and manages initiatives to streamline operations, improve efficiency, and enhance the overall client experience.
Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.