Senior Business Development Manager

6 days ago


Lee's Summit, Missouri, United States BMO Financial Group Full time

BMO Financial Group is the 8th largest bank in North America, with aggressive growth ambitions in the U.S.

The Liquidity Specialty Group targets Emerging Middle Market clients, $10MM-$50MM in company revenues. This role will focus on creating relationships across our footprint, emphasizing deposits, cash management, commercial cards, and fee income.

As a key member of our team, you will facilitate growth initiatives for the Bank through significant business development and excellent client relationship management.

+ Develop new business by contacting prospects and clients, cross-selling Bank products and services including deposits, cash management, corporate card, and fee income products.

+ Participate in Bank and community activities to increase brand visibility and enhance business opportunities.

+ Apply deep expertise in bank products, processes, and systems, ensuring high-quality client experiences.

+ Collaborate effectively with the team and other units/areas within the bank.

+ Advise clients on effective liquidity management, recommending cash management/deposits solutions and internal referrals.

+ Provide guidance on business management and financial matters.

+ Develop and manage Commercial banking relationships.

+ Create plans for new business production, focusing on calling and pipeline management activities.

+ Serve as a subject matter expert for internal/external stakeholders.

+ Oversee, monitor, and report on assigned business group regulatory remediation.

+ Review applications and cash management service agreements for completeness and accuracy, submitting to appropriate departments for timely processing.

+ Evaluate requests to determine documentation requirements.

+ Ensure all products and services align with corporate policies, pricing guidelines, and portfolio considerations.

+ Follow up after closing to confirm all documents are completed.

+ Act as daily sales contact for clients on sales-related questions.

+ Gather data to advance sale process, completing required documentation.

+ Assist the team in pre-sales activities such as pitch preparation, client research, and prospect/client file preparation.

+ Track implementation requests to maintain timelines.

+ Monitor Internal reports, recommending improvements to sales support materials.

+ Compile pre-call and post-call information packages, accessing internal systems and personnel.

+ Provide research and data gathering to facilitate client/business needs.

+ Support sales and service administration, ensuring seamless client experience and identified opportunities.

+ Maintain current client information on Bank systems/files to ensure accurate and complete client history.

$143,350.00 - $127,600.00



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