Cash Management Specialist, Private Wealth

Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience.

Responsibilities

• Applies business development strategies and collaborates with other BMO partners to grow the business and achieve goals.
• Reviews and monitors performance of the assigned market and sales opportunity pipeline to drive results.
• Participates in deal teams to develop, present proposals / pitches for new opportunities.
• Develops an effective external network to support the identification of new business opportunities.
• Delivers exceptional customer service that builds trust through expertise, responsive service and support.
• Develops and maintains long-term, profitable relationships and expands our share of walle...