Technical Sales Consultant

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The Technical Sales Consultant team plays a pivotal role in supporting the Treasury and Payments Solutions (TPS) sales force by delivering deep subject matter expertise and strategic guidance throughout the sales cycle. They lead technical discussions, assist with complex deal structuring, and ensure seamless client experiences ensuring that TPS solutions are positioned effectively and competitively in the market.

• 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.
• Strong understanding of APIs and integration concepts in client environments.
• 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, including payment messaging standards – 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.

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: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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 https://jobs.bmo.com/ca/en.

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. 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.