Transportation Finance - Inside Sales

Responsibilities

• Facilitate business growth through proactive business development and management of key client relationships within the Transportation Finance sector.
• Assist in pre-sales activities, including preparing client pitches, conducting market research, and organizing prospect files.
• Work with internal teams to structure tailored financial products and solutions that meet client needs while ensuring regulatory compliance.
• Build and maintain strong long-term relationships with high-value and strategic clients, providing strategic financial advice.
• Structure deals, secure credit approvals, negotiate high-value transactions, and identify cross-selling opportunities.
• Analyze market trends, industry developments, and competitive positioning to optimize client satisfaction and solution strategies.
• Manage a portfolio to exceed ROE thresholds and evaluate client returns on a proactive basis.
• Ensure strict adherence to regulatory requirements, internal controls, and risk management frameworks.

Requirements

• 3–5 years of experience in Relationship Management, Account Management, or Portfolio Management within a corporate or segmented banking environment.
• Proven track record of meeting sales metrics.
• Proficiency in financial analysis, credit risk assessment, and deal structuring.
• Strong negotiation and customer relationship-building skills.
• Ability to work independently and exercise sound judgment in problem-solving.

Preferred Qualifications

• Bachelor's degree in Business Administration, Finance, or Accounting.
• Specialized knowledge in transportation finance or commercial banking products.

Benefits

• Competitive salary and potential commission structure.
• Comprehensive health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives and discretionary bonuses.

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.