Regional Sales Manager

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

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 • Manages client onboarding administration by processing account opening documentation and related paperwork • Liaises with clients post-sale to collect outstanding documentation and provide updates • Partners with RSMs to support sales conversion ensuring all administrative steps are completed quickly • Reviews documentation for completeness and accuracy • Coordinates and tracks onboarding progress • Provides sales support to RSMs and other partners • Builds and maintains strong relationships with Private Bankers • Stays current on products, processes, and regulatory requirements • Contributes to the continuous improvement of processes and procedures • Assists with preparation of client materials as needed • Organizes and manages workflow effectively across onboarding files

🎯 Requirements

• 2–3 years of relevant experience • Post-secondary degree in a related field, or equivalent combination of education and experience • French language proficiency is considered an asset • Strong product knowledge and specialized expertise • 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 • Fluency in French and English.

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans