Technical Sales Consultant

• Leads technical discussion and provides subject matter expertise and assistance with complex deal structuring.
• Provides pre-sales assistance to the team in (e.g. pitch preparation, client research, preparing prospect and client files for action by the Sales Professional Planning).
• Assists with sales and service administration and processing to ensure client experience is seamless and opportunities are identified and met.
• Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
• Provides support for sales activities (e.g. presentations, bids / proposals, and requests for information).
• Works toward the achievement of sales targets for business banking cash management products and services by applying business development and relationship management sales and service principles, practices, techniques and financial counseling or planning capabilities and developing packages or alternatives that meet profitability standards.
• Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders to drive the achievement of cash management sales and service commitments and support the delivery of the desired customer experience.
• Develops and utilizes market knowledge and existing relationships to identify opportunities that increase product penetration and revenue per customer for sales teams and individual portfolios.
• Leads ongoing education and training to sales teams throughout US and Canada on specified cash management products, services and technology solutions.
• Leads or participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels.
• Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
• Provides product-related expertise to answer questions (e.g. product information, pricing, implementation timeframes, requirements, etc.).
• Coordinates planning, implementation, and review activities with banking partners / stakeholders to profitably meet or exceed the customer’s needs/expectations.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Gathers and researches data for banking partners / stakeholders to facilitate solutions that meet client / prospect needs.
• Continuously assesses and improves the work processes to maximize effectiveness and efficiency of sales and service management, risk management, and compliance within prescribed limits.
• Ensures smooth transition to implementation team to reduce set-up delays
• Supports cash management product implementation set-up, as needed.
• Client-focused, with a commitment to understanding and exceeding client expectations.
• Acts timely, efficiently and independently, taking ownership of client satisfaction.
• Executes work to deliver timely, accurate, and efficient service.
• Develops and maintains relationships with banking partners and stakeholders.
• 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.
• Participates in projects and other activities designed to improve the customer experience.
• Liaises between clients and various departments across the organization to discuss issues and procedures, and provide product support and expertise.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Ability to translate complex technical concepts into simple, value-driven solutions for clients and internal teams.
• 5+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Knowledge of cash management products and services – In-depth.
• Knowledge of business investment and lending products – Good.
• Knowledge of other banking products and services - Good.
• 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.