Portfolio Executive

4 weeks ago

Toronto, Ontario, Canada BMO Full time
Job Summary

We are seeking a highly skilled and experienced Portfolio Executive to join our team at BMO. As a key member of our Commercial Sales and Service team, you will be responsible for achieving sales and other targets established by business plans.

Key Responsibilities
  • Assess and improve work processes for sales and service management, risk management, and compliance to maximize effectiveness and efficiency.
  • Optimize opportunities through deal teams and sales calls to maximize business success.
  • Develop and implement business, technology, sales, and service strategies to drive growth and profitability.
  • Provide support for sales activities such as presentations, bids/proposals, and requests for information.
  • Develop and maintain effective external networks to identify new and increased investment/lending business opportunities.
  • Retain and expand existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
  • Establish and enhance the Bank's brand by participating in meaningful and focused business and community initiatives.
  • Participate in industry forums and conferences to stay up-to-date on industry trends, competitive insights, products, and services.
  • Provide subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
  • Coordinate cash management product implementation and financial transaction setup.
  • Ensure consistent personnel training throughout the team.
  • Act as the daily sales contact for clients for sales-related questions.
  • Act as the key sales contact with clients to gather detailed information necessary to move the sale forward.
  • Provide assistance to the team in pre-sales such as pitch preparation and client research.
  • Track implementation requests to keep the process on track with timelines and ensure accurate billing to clients.
  • Track internal reports and recommend improvements to sales support materials based on findings and feedback.
  • Compile pre-call and post-call information packages by accessing internal systems and bank personnel.
  • Provide research and data gathering to the sales team to facilitate solutions to clients' and prospects' business and needs.
  • Assist with sales and service administration and processing to ensure a seamless client experience.
  • Maintain current client information on Bank systems/files to ensure client history is accurate and complete.
Qualifications
  • Typically between 4-6 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Technical proficiency gained through education and/or business experience.
  • 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 - in-depth.
Salary and Benefits

The salary range for this position is $54,500.00 - $101,500.00 per year, with a pay type of Salaried. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit our website.

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