Vendor Territory Sales Representative

🔥 14 hours ago

🌽 Illinois, Iowa, +2 more states – Remote

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💵 $90k - $180k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🏙️ Outside Sales

👻 Ghost score 0%

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Logo of BMO U.S.

BMO U.S.

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

• Facilitate growth for the Bank through business development and management of key client relationships • Maintain a continuous record of significant revenue generation from sales and syndications • Act as an escalation point for complex client issues and resolve conflicts • Structure complex deals and secure credit approvals with internal stakeholders and external partners • Develop new business through prospect and client outreach and cross-selling credit, trust/investment, and cash management products and services • Review loan applications and cash management service agreements for accuracy, completeness, and risk-management alignment • Develop market strategies, identify opportunities, and expand client portfolios • Identify market segments and leverage industry trends to drive business growth • Represent the bank at industry forums and conferences • Engage senior leadership and cross-functional teams to align strategies and address client needs • Prepare reports on team performance, client satisfaction, and market trends for senior executives • Build and maintain relationships with high-value and strategic clients and provide financial solutions advice • Negotiate high-value transactions and identify share-of-wallet and cross-selling opportunities • Analyze market trends, client industry developments, and competitive positioning • Define products, solutions, and strategies with internal teams and stakeholders • Nurture and grow a portfolio exceeding ROE thresholds and evaluate client returns • Ensure regulatory, internal control, and compliance adherence while mitigating risk • Provide specialized consulting, analytical, and technical support • Work independently and handle non-routine situations

🎯 Requirements

• 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred • Bachelor’s degree required; Business Administration, Finance and Accounting preferred • Any other related discipline or commensurate work experience considered • Deep knowledge and technical proficiency gained through extensive education and business experience • Advanced proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, and Customer Relationship Building • Expert proficiency in Financial Analysis • Ability to take measured risks while protecting the bank and adhering to applicable policies, laws, and regulations

🏖️ Benefits

• 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 • Reasonable accommodations for individuals with disabilities

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