
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.
🔥 0 minutes ago
🏈 Alabama – Remote
💵 $75k - $160k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
👻 Ghost score 0%
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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.
• Execute sales and business development strategies that drive business results • Sell indirect auto lending products and identify and initiate cross-sell opportunities in the best interest of the customer • Develop solutions and make recommendations based on business strategy and stakeholder needs • Recommend new products and services that satisfy customer needs • Influence and negotiate to achieve business objectives • Recommend and implement solutions based on analysis of issues and business implications • Assist in developing strategic plans • Identify emerging issues and trends to inform decision-making • Support strategic initiatives with internal and external stakeholders • Participate in projects as a subject matter expert • Help determine business priorities and sequencing for business/group strategy • Build productive relationships with other BMO businesses and dealers • Coordinate marketing initiatives with business development efforts • Provide input into operational program planning and implementation • Manage risks related to auto, marine, and recreational financing, documentation, and operational integrity • Maintain a customer-focused discipline and build profitable dealer and customer relationships • Foster customer service to meet and exceed customer needs and expectations • Participate in activities designed to improve customer experience • Monitor and track performance and address issues • Adhere to lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements • Liaise between clients and departments to discuss issues, procedures, and provide product support and expertise • Build effective stakeholder relationships and ensure stakeholder alignment • Provide specialized consulting, analytical, and technical support • Independently diagnose and solve problems, including non-routine situations • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy
• Typically between 5 - 7 years of relevant experience • Post-secondary degree in related field of study or an equivalent combination of education and experience • In-depth knowledge of indirect auto lending product offerings, pricing, dealer trends, and competitive marketplace • Expert knowledge of indirect auto lending regulatory requirements and underwriting guidelines • In-depth credit knowledge and skills • Working knowledge of portfolio management • Customer pipeline management experience - required • Leadership skills and customer service orientation • In-depth customer service skills • Solid change management experience • In-depth experience reading and analyzing production reports • Deep knowledge and technical proficiency gained through extensive education and business experience • In-depth verbal and written communication skills • In-depth collaboration and team skills • In-depth analytical and problem solving skills • In-depth influence skills • In-depth data driven decision making • Ability to comply with Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, Privacy Act provisions, and applicable legal, regulatory, audit, and ethical requirements
• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Equal employment opportunity • Reasonable accommodations for individuals with disabilities
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