Regional Sales Manager

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🕒 July 8

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Delivers proactive sales support to sales teams and internal partners • Manage client onboarding administration by processing account opening documentation • Liaise directly with clients post-sale to collect outstanding documentation • Partner closely with RSMs to support sales conversion by ensuring all post-sale administrative steps are completed quickly • Review documentation for completeness and accuracy to minimize deficiencies • Coordinate and track onboarding progress through consistent follow-ups with clients • Provide sales support to RSMs, Private Bankers, and other partners • Build and maintain strong relationships with Private Bankers and other partners • Coach and guide Private Bankers and other partners on onboarding requirements • Contribute to the continuous improvement of processes and procedures

🎯 Requirements

• 2–3 years of relevant experience • post-secondary degree in a related field • strong product knowledge • effective verbal and written communication skills • strong organizational and time management capabilities • proven ability to collaborate and work effectively within a team • solid analytical and problem-solving skills • must be fluent in French and English

🏖️ Benefits

• health insurance • tuition reimbursement • accident and life insurance • retirement savings plans