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BMO
BMO
BankingFinance
BMO, the Bank of Montreal, is a major financial institution serving individuals and businesses through retail and commercial banking services in Canada and the United States. Its customer-facing operations include distinct Canadian and U.S. banking experiences, with bilingual English and French support, across the banking and finance sectors.
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Senior Vendor Territory Sales Representative - Illinois Remote

BMO seeks a senior sales representative to grow banking business across Illinois through strategic client relationships and portfolio expansion. The role focuses on deal structuring, credit approvals, and cross-selling financial products.

USUnited StatesILIllinois
$90,000 – $180,000 / year
RemoteFull-timeSeniorLeadEnglish RequiredOutside SalesSales

Description

  • Drive BMO growth through business development and strategic client relationship management
  • Resolve complex client concerns and serve as an escalation point for conflict resolution
  • Structure complex transactions and obtain credit approvals from internal stakeholders and external partners
  • Generate new business through prospecting, client outreach, and cross-selling credit, trust and investment, and cash management solutions
  • Review loan applications and cash management agreements for accuracy, completeness, and risk-management alignment
  • Create market strategies, uncover opportunities, and expand client portfolios
  • Assess market segments and use industry trends to support business growth
  • Represent BMO at industry forums and conferences
  • Partner with senior leaders and cross-functional teams to align strategies and meet client needs
  • Prepare executive reports covering team performance, client satisfaction, and market trends
  • Develop and maintain relationships with high-value and strategic clients
  • Negotiate significant transactions and uncover opportunities to expand client relationships
  • Evaluate market trends, industry developments, and competitive positioning
  • Collaborate with internal teams and stakeholders to define products, solutions, and strategies
  • Find opportunities to increase BMO’s share of client wallet
  • Grow portfolios beyond ROE thresholds while proactively assessing client returns
  • Maintain compliance with regulatory requirements, internal controls, and company policies
  • Deliver specialized consulting, analytical, and technical support
  • Use sound judgment to diagnose issues and develop solutions
  • Work independently and manage non-routine situations effectively
  • Apply BMO’s Risk Management Framework, Risk Culture, and approved Risk Appetite when executing responsibilities

Requirements

  • Seven or more years of relevant relationship, account, or portfolio management experience in corporate or similarly segmented banking, preferably with sales targets
  • Bachelor’s degree required, preferably in business administration, finance, or accounting
  • A related degree or equivalent professional experience may also be considered
  • Extensive education and business experience demonstrating deep knowledge and technical capability
  • Advanced product knowledge
  • Advanced regulatory compliance expertise
  • Advanced deal-structuring skills
  • Advanced portfolio management expertise
  • Advanced credit risk assessment skills
  • Advanced project management capability
  • Advanced customer service skills
  • Advanced problem-solving ability
  • Advanced negotiation skills
  • Advanced customer relationship-building skills
  • Expert financial analysis proficiency

Benefits

  • Performance-based incentive opportunities
  • Discretionary bonus opportunities
  • Health insurance
  • Tuition reimbursement
  • Accident insurance
  • Life insurance
  • Retirement savings plans
  • Comprehensive training and coaching
  • Managerial support
  • Opportunities to build a professional network
  • Tools and resources to support continued progress
  • Reasonable accommodations for people with disabilities

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