BMO · 2 days ago
Inside Sales Representative
Tempe, AZ, USA
Full-time
Onsite
Mid Level
$69K/yr - $128K/yrBMO Bank N.A. is seeking an Inside Sales Representative to facilitate growth through business development and management of key client relationships. The role involves structuring deals, securing credit approvals, and providing support for sales activities, while ensuring compliance with regulatory requirements and enhancing the overall client experience.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Structures deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue
Provides support for sales activities such as presentations, bids/proposals, and requests for information
Coordinates cash management product implementations to ensure that the process stays on track and aligns with established timelines
Participates in industry forums and conferences to stay ahead on industry trends, competitive insights, and emerging products and services
Works with internal teams to structure tailored financial products and solutions that meet client needs, ensuring compliance with regulatory requirements and bank policies
Collects and analyzes client data and market trends to provide actionable insights for strategic decisions
Analyzes internal sales reports, offering recommendations for improvements to materials based on data and client feedback
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 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
Qualification
Required
Bachelor's degree required
Technical proficiency gained through education and/or business experience
Intermediate level of proficiency in Product Knowledge
Intermediate level of proficiency in Regulatory Compliance
Intermediate level of proficiency in Structuring Deals
Intermediate level of proficiency in Portfolio Management
Intermediate level of proficiency in Credit Risk Assessment
Intermediate level of proficiency in Project Management
Intermediate level of proficiency in Customer Service
Intermediate level of proficiency in Problem Solving
Intermediate level of proficiency in Negotiation
Intermediate level of proficiency in Customer Relationship Building
Advanced level of proficiency in Financial Analysis
Preferred
Business Administration, Finance and Accounting preferred
Any other related discipline or commensurate work experience considered
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
Founded in 1817
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.99M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
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