The Sales Associate role is the sales support role within the Equipment Leasing (Canada) organization, accountable to provide support to Sales Professionals in ultimate support of the end client. This role is accountable for providing the coordination of equipment leasing transactions involving BMO Harris’ Equipment Finance Company in the USA (“EFC”) and CFD, Capital Markets and Business Banking in Canada.
The role is accountable for delivering effective sales support to the sales teams by (i) inputting selected information from approved transactions emanating into the MiDeal system, (ii) following up with EFC regarding status of pending transactions (and communicating same with equipment leasing sales reps and/or account managers; (iii) providing support for pre-sales sales activities such as presentations, bids/proposals, and requests for information and (iv) processing clients’ repeat orders for leases on equipment (where credit approval already exists)
Sales Team Support
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 leasing sales rep.
Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client.
Recommend changes and improvements to sales support materials and functions based on findings and feedback.
Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client’s/prospect’s business and needs.
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.
Undergraduate or College degree preferred
Prior Commercial Equipment Leasing Experience
General knowledge of banking
Basic understanding of sales concepts and processes
Familiar with Credit Lending Process in order to be able to understand financing requests/approvals as well as how to extract pertinent information for inputting into MiDeal system.
Strong interpersonal skills
Must be fluently bilingual in French & English (written and verbal)
Experience in creating and maintaining 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
At BMO we have a shared purpose; we put the customer at the centre 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 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.
BMO 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. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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