Qureos Mentor

BMO Financial Group

6455 S. Yosemite St. Greenwood Village Colorado,80111
 
<div>Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.<ul><li>
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.</li><li>
Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.</li><li>
Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.</li><li>
Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.</li><li>
Manages high-value client portfolios, driving cross-selling, retention, and profitability.</li><li>
Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.</li><li>
Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.</li><li>
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.</li><li>
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.</li><li>
Delivers reports to the bank&rsquo;s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.</li><li>
Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.</li><li>
Builds and maintains strong long-term relationships with the bank&rsquo;s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.</li><li>
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.</li><li>
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.</li><li>
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients&rsquo; needs.</li><li>
Identifies share of wallet opportunities.</li><li>
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.</li><li>
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.</li><li>
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.</li><li>
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.</li><li>
Implements changes in response to shifting trends.</li><li>
Broader work or accountabilities may be assigned as needed.</li></ul>
Qualifications:<ul><li>
10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.</li><li>
Bachelor&rsquo;s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.</li><li>
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.</li><li>
Seasoned professional with a combination of education, experience and industry knowledge.</li></ul>
Advanced level of proficiency:<ul><li>
Project Management</li><li>
Change Management</li></ul>
Expert level of proficiency:<ul><li>
Product Knowledge</li><li>
Regulatory Compliance</li><li>
Structuring Deals</li><li>
Portfolio Management</li><li>
Credit Risk Assessment</li><li>
Customer Service</li><li>
Stakeholder Management</li><li>
Negotiation</li><li>
Customer Relationship Building</li></ul>
Salary:
$122,400.00 - $228,000.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;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 also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO 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 &ndash; for yourself and our customers. We&rsquo;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&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

Director, Business Development Executive

3925 Fountains Blvd NE Cedar Rapids Iowa,52411
 
<div><div>BMO&rsquo;s Transportation Finance Collections team is looking for a passionate and skilled Team Lead who excels at driving performance, inspiring others, and delivering exceptional results.</div>
Collaborates in the review and evaluation of delinquent, high risk, or written-off accounts for possible collections opportunities. Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Support areas may include, but are not limited to, coaching and training, quality audits, vendor management and credit collection disputes.<ul><li>
Delivers exceptional customer service that builds trust through expertise, responsive service and support.</li><li>
Sends out client communications, transaction processes, and interfaces with operations partners to ensure customer needs are met.</li><li>
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.</li><li>
Develops and maintains long-term, profitable relationships and expands share of wallet.</li><li>
Contacts the customer to obtain the necessary information to manage their application (as required) ensuring the customer is aware at all times of the status/result of the present and future payments.</li><li>
Handles incoming calls in an informed, professional, and efficient manner.</li><li>
Addresses the most complex escalated customer requests and transactions.</li><li>
Probes to understand customer needs and provides advice related to payments and overall collections strategies in the best interests of the customer.</li><li>
Integrates marketing promotions and programs into customer conversations as appropriate.</li><li>
Executes established loss mitigation processes/procedures for the resolution of non-performing and high risk accounts.</li><li>
Sends out client communications, transaction processes, and interfaces with operations partners to ensure customer needs are met.</li><li>
Provides advice and guidance to assigned business/group on implementation of solutions.</li><li>
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li><li>
Develops action plans and solutions to maximize recovery and safeguard the Bank&rsquo;s interests.</li><li>
Establishes expertise with Consumer Collections personnel as a key support contact/resource/coach with proficiency and tools to assist departments in achieving goals.</li><li>
Utilizes strong negotiation skills and interpersonal skills, while adhering to all applicable guidelines, requirements and regulations.</li><li>
Reviews accounts and analyzes data and information to determine the probability of collection; provide insights and recommendations.</li><li>
Gathers and formats data into regular and ad-hoc reports, and dashboards.</li><li>
Develops and executes short term tactics/plans to drive specific behaviours, activities, and results.</li><li>
Manages all transactions related to customer calls or refers to appropriate internal business groups.</li><li>
Escalates complex or unresolved customer situations to managers as required.</li><li>
Completes required documentation to ensure customer&rsquo;s requests are accurately processed.</li><li>
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.</li><li>
Leads/participates in the design, implementation and management of core business/group processes.</li><li>
Supports the development and promotion of a business/group program.</li><li>
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.</li><li>
Collaborates in efficient functioning of collections life cycle. Includes participating in the execution of established loss mitigation solutions for the successful resolution of non-performing and high risk accounts. Solutions range from various loan modification options to liquidation for borrowers with delinquent and high risk loans in order to offer default / foreclosure alternatives and minimize losses.</li><li>
Delivers exceptional customer service that builds trust through expertise, responsive service and support.</li><li>
Follows documented policies and procedures to execute transactions, activities and processes.</li><li>
Keeps abreast of needs of the Collections departments. Identifies and makes referrals to other business groups as needed.</li><li>
Maintains current knowledge of collections strategies, practices, and trends and integrates into customer conversations in a professional manner.</li><li>
Maintains the confidentiality of customer and Bank information.</li><li>
Supports continuous improvement initiatives by identifying and implementing changes to make processes more effective and efficient.</li><li>
Develops and maintains awareness of industry trends and best practices and the regulatory environment as it relates to collections products and services.</li><li>
Focus may be on a business/group.</li><li>
Thinks creatively and proposes new solutions.</li><li>
Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>
Works mostly independently.</li><li>
Broader work or accountabilities may be assigned as needed.
Qualifications:</li><li>
Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.</li><li>
Knowledge of Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.</li><li>
Knowledge of federal, state/provincial and local laws pertaining to Consumer Collections and functional area - Good.</li><li>
Knowledge of BMO products and services - Good.</li><li>
Knowledge of competitive marketplace and trends in product offerings.</li><li>
Specialized knowledge from education and/or business experience.</li><li>
Verbal &amp; written communication skills - In-depth.</li><li>
Collaboration &amp; team skills - In-depth.</li><li>
Analytical and problem solving skills - In-depth.</li><li>
Influence skills - In-depth.</li></ul>
Salary:
$41,714.00 - $77,500.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;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 also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO 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 &ndash; for yourself and our customers. We&rsquo;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&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

Collections Team Lead

Join BMO Financial Group and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

BMO Financial Group

About Company

Director, Business Development Executive

Collections Team Lead