BMO Financial Group Senior Sales Associate, Treasury and Payment in Leawood, Kansas
The Senior Sales Associate is accountable to achieve sales targets for Treasury & Payment Solution’s (Treasury Management) products and services. The origination of new services is accomplished through the management of a portfolio of existing clients, as well as new prospects, by applying well developed consultative sales and relationship management principles, practices and techniques.
Senior Sales Associates assist in training the Sales Associate team in partnership with the Sales Associate Team Lead and/or Regional Director. The Banker may be assigned special projects or asked to take the lead on Team initiatives.
The Senior Sales Associate role is also the sales support role within the Treasury & Payment Solutions organization, accountable to provide pre-call assistance to Sales Professionals in ultimate support of the end client. The role is accountable for delivering effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions and by providing support for pre-sales sales activities such as presentations, bids/proposals, and requests for information. This role is accountable for providing the coordination of cash management product implementation, financial transaction set-up and providing exceptional customer service to Treasury & Payment Solutions clients, as well as identifying opportunities to grow the business.
Sales Team Support
Acts as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.
Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation (AML forms, E2E/implementation forms, etc.), and acts as an advocate for the client through the implementation process.
Provide assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional.
Identify opportunities to recommend products/services to current clients and turn service conversations into a sale, in effort to contribute to the overall team sales goal.
Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes, ensuring the Sales professional has the information necessary to be knowledgeable about the client’s/prospect’s business and needs.
Meet with clients in place of Sales Professional when needed.
Lead Sales Associate Team Meetings in place of Sales Associate Team Lead when needed.
Lead or participate in internal projects as assigned.
Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately. This would include tracking internal reports.
Recommend changes and improvements to sales support materials, internal processes, and functions based on findings and feedback.
Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
Maintain up-to-date client information on Bank system/files to ensure client history is accurate and complete.
Track and update Sales Opportunities in internal sales tracking system for accuracy and activity.
Review customer billing as changes are made to ensure accuracy.
Account Opening – collecting required documents from the customer and overseeing that the account opening process is on track to the timeline committed to the client (region specific).
Assist in Know Your Customer requirements for AML reporting
- Undergraduate or College degree preferred
General knowledge of banking
Working knowledge of sales cycles, concepts and processes
Two years of C-Level corporate sales experience to organizations greater than $25 million in annual revenues
Proven ability to engage in independent face-to-face client conversations resulting in closed business
Strong interpersonal skills
Ability to meet inside sales goals
If required, ability to manage a small portfolio; managing more complex client accounts
Experience in creating and maintaining client relationships
Strong written and verbal communication and presentation skills
Advanced computer skills (Excel, Power Point, Word, etc)
Strong organizational skills
Attention to detail
Ability to juggle multiple projects, co-ordinate work and establish priorities
We’re here to help
At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.
As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://bmoharriscareers.com.
BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.