location_0_addressRegionName

location_0_addressCountryName

NONE

PERMANENT

FULL_TIME

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

UNKNOWN

Account Executive

Send resume to: Sparqtron Corp. Company: Sparqtron Corp.

applyType not onsite or offsite:ApplyRequest(applyUrl=null, applyType=NONE, resolvedRedirectUrl=null, onsiteApplyEmail=null)

Salary

KBSkills

ACTIVE

<h2>Account Executive</h2>Company: Sparqtron Corp. Location: Fremont, CA Position Type: Full Time Experience: Unspecified Education: Unspecified Wage $66,934. To $70,000. per year.Send resume to: Sparqtron Corp. 5079 Brandin Ct. Fremont, CA 94538

Sparqtron Corp.

salaryMin

salaryMax

payPeriod

currency

Sales Management

monster

OFFSITE

Corporate Sales Representative

Lead Generation and Prospecting: Actively hunt for new leads within your assigned territory through external networks and cold calling, meeting or exceeding weekly quotas for cold calls and door knocks. As a B2B Sales Account Executive – Fiber, you’ll work at the intersection of people and technology, proactively selling AT&T’s pre-deployed fiber-based broadband network assets to small business and mid-market customers.

Job Description:<div>Joining our team comes with perks! The AT&T Fiber team is expanding their sales team and hiring fast! </div><div>Join the team and receive a $5,000 sign on bonus, don’t delay, review the job description and apply now!At AT&T, we’re transforming the speed of business. Our National Sales team works at the center of the deal – offering our millions of customers integrated business solutions to meet their needs in cybersecurity, fiber, wireless, cloud, IOT and more. As part of our team, you’ll play a pivotal role in redefining how our customers grow their businesses and connect to the world. It’s a huge opportunity to close the deal on a career with global connections and even bigger rewards.As a B2B Sales Account Executive – Fiber, you’ll work at the intersection of people and technology, proactively selling AT&T’s pre-deployed fiber-based broadband network assets to small business and mid-market customers. You'll serve as a lead generator, uncovering your own leads through external networks, cold calling and door knocking. Your ability to hunt for new opportunities, drive sales maintain a self-starter mindset and deliver value-added solutions for clients will determine your success.Our Specialist Sales Executive Fiber earn a base between $51,800 - $77,600 + $45,000 commission with a total target compensation of $96,800 - $122,600.  Not to mention all the other amazing rewards that working at AT&T offers. From health insurance to tuition reimbursement and paid time off to discounts on products and services just to name a few. There is a lot to be excited about around here. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.Joining our team comes with amazing perks and benefits:<ul><li>Medical/Dental/Vision coverage</li><li>401(k) plan</li><li>Tuition reimbursement program</li><li>Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)</li><li>Paid Parental Leave</li><li>Paid Caregiver Leave</li><li>Additional sick leave beyond what state and local law require may be available but is unprotected</li><li>Adoption Reimbursement</li><li>Disability Benefits (short term and long term)</li><li>Life and Accidental Death Insurance</li><li>Supplemental benefit programs: critical illness/accident hospital indemnity/group legal</li><li>Employee Assistance Programs (EAP)</li><li>Extensive employee wellness programs</li><li>Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone</li></ul>What you’ll do: <div><ul><li>Lead Generation and Prospecting: Actively hunt for new leads within your assigned territory through external networks and cold calling, meeting or exceeding weekly quotas for cold calls and door knocks. </li></ul></div><div><ul><li>Client Engagement: Understand the communication and technology needs of small and mid-sized business customers. Present tailored growth opportunities and efficiencies to both current and potential clients. </li></ul></div><div><ul><li>Account Development: Develop new accounts and expand existing ones by establishing and nurturing long-term relationships with customers. </li></ul></div><div><ul><li>Consultative Selling: Utilize consultative selling skills to overcome objections, identify key trends, uncover customer needs, and leverage industry knowledge to find and close sales opportunities. </li></ul></div><div><ul><li>Proposal Development: Craft responses for Requests for Proposals (RFPs) and present products and services that can benefit customers. </li></ul></div><div><ul><li>Strategic Initiatives: Design and implement strategic initiatives to grow and retain the revenue stream of assigned complex accounts, ensuring high levels of customer satisfaction.  </li></ul></div><div>What you’ll need: </div><div><ul><li>Hunter Mindset: A relentless drive to seek out leads and close deals, coupled with resiliency and perseverance. </li></ul></div><div><ul><li>Networking and Negotiation Skills: Strong ability to network and negotiate effectively. </li></ul></div><div><ul><li>Valid Driver’s License: Must have a valid driver’s license with a satisfactory driving record, current auto insurance, and a reliable vehicle to meet the transportation needs of the market. </li></ul></div><div><ul><li>Sales Targets: Demonstrated ability to meet and/or exceed assigned sales targets. </li></ul></div><div> </div><div>What you’ll bring: </div><div><ul><li>Sales Experience: 2-5 years of outside sales and/or B2B sales experience, with a preference for outside telecommunications sales. </li></ul></div><div><ul><li>Technical Knowledge: Experience and knowledge in fiber broadband technology. </li></ul></div><div><ul><li>Sales Funnel Management: Proficiency in managing sales funnels and previous experience with CRM systems. </li></ul>Sales employees will concentrate on acquiring new business and conducting customer visits in the field. When not in the field, they are expected to collaborate with their team from their assigned office location, if available.Changing the speed of business comes with many rewards – starting with your paycheck. We offer a competitive base pay plus commission with the ability to earn additional compensation based on meeting or exceeding sales quotas. Our most successful Sales Executives can overachieve up to 500%. And with paid-training, career tools and resources you’ll hit the ground running.IMPORTANT NOTICE FOR CALIFORNIA:Candidates with arrest or convictions records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Relevant Material Job Duties for which Criminal History may have a direct adverse, and negative relationship potentially resulting in the withdrawal of the Conditional Offer of EmploymentContact with Customers/Candidates/Clients Safety Sensitivity (Vehicle/Tool/Machine Operation - if applicable) Handling/Proximity to Sensitive InformationA career with us, a global leader in communications and technology, comes with big rewards. As part of our team, you’ll lead transformation surrounded by trailblazing industry leaders like you. You’ll be empowered to go above and beyond – making a difference through company-sponsored initiatives or connecting and networking through one of our many employee groups.And regardless of where you’re at in your career trajectory, you’ll be rewarded by the impact that comes with making a difference in the lives of millions. With AT&T, you’ll be a part of something greater, do incredible things and be rewarded with a chance to change the world.AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, State, and local laws.Ready to close the deal on a career with AT&T?Apply today!#MidMarketSales.</div></div>Weekly Hours:40Time Type:RegularLocation:San Ramon, CaliforniaIt is the policy of AT&T to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, AT&T will provide reasonable accommodations for qualified individuals with disabilities. AT&T is a fair chance employer and does not initiate a background check until an offer is made.

AT&T is bringing it all together - helping people mobilize their worlds - with advanced mobile services, next-generation TV and high-speed Internet services, and smart solutions for businesses. For more than a century, we have consistently provided innovative, reliable, high-quality products and services. Our mission is to connect people with their world, everywhere they live and work, and do it better than anyone else. We're creating new solutions for consumers and businesses to help them mobilize their communications and entertainment. AT&T has more than 120 million wireless customers who have the nation's strongest LTE signal* and the nation's most reliable 4G LTE network** at their fingertips. Our voice and data network covers more than 99 percent of all Americans, so our customers can stay connected from virtually anywhere - whether they're driving home from work, or driving across the country. Even if our customers decide to travel abroad, we have them covered. AT&T has the best worldwide coverage of any U.S. carrier, with voice services in more than 225 countries and territories, data roaming in more than 210 countries and territories, and 3G in more than 170 countries and territories. We also plan to expand into Latin America with our acquisition of Iusacell - Mexico's leading wireless company.

AT&T

B2B Sales Account Executive - Fiber

Broadband

Business Growth

Business Solutions

Business-to-Business (B2B)

Cloud Computing

Cold Calling Skills

Compensation and Benefits

Consultative Sales

Customer Relations

Customer Relationship Management (CRM) Systems

Customer Satisfaction

Develop and Maintain Customers

Driver's License

Employee Assistance Plan

Equal Employment Opportunity (EEO)

Exceeded Sales Goal

Federal Laws and Regulations

Genetics

Hospital

Insurance

Internet Security

Lead Generation

Legal

Machine Tool

Machining Operations

National Sales

Negotiation Skills

Network Connectivity

Proposal Development

Request for Proposals (RFP)

Revenue Growth

Sales

Sales Closing Skills

Sales Pipeline

Sales Prospecting

Small Business

State Laws and Regulations

Strategic Planning

Technology Sales

Trend Analysis

Wireless Communications

TMP PX

Military Leave

Professional Development

Life Insurance

Medical, Dental and Vision

Paid Holidays

Vacation/paid time off

Merchandise Discounts

Account Manager

You will manage the security services and related operations provided to the assigned account including client service and problem resolution, service enhancement and expansion, new business development, operational effectiveness, preparation of post orders, staffing, scheduling, and supervision. As the Security Account Manager you will liaise with client representatives to measure contract KPIs and key long-term initiatives, mentor subordinate managers, and ensure compliance with financial performance projections.

Security Account Manager At Securitas Security Services USA Inc, we are committed to protecting what matters most—our clients, employees, and communities. With a strong presence worldwide, we provide top-tier security solutions and build trusted partnerships. We are looking for a Security Account Manager to lead our security operations, ensure contract compliance, mentor teams, and drive operational excellence. As the Security Account Manager you will liaise with client representatives to measure contract KPIs and key long-term initiatives, mentor subordinate managers, and ensure compliance with financial performance projections.  You will manage the security services and related operations provided to the assigned account including client service and problem resolution, service enhancement and expansion, new business development, operational effectiveness, preparation of post orders, staffing, scheduling, and supervision. The Security Account Manager will meet or exceed all established operations goals to ensure contract compliance while ensuring all company processes are followed. Retaining and developing successful employees through proper training will also be a part of this person’s responsibility.  Benefits:We believe in investing in our people. When you join Securitas, you’ll receive: ✔Competitive Salary: $109,000 - $112,000, based on experience. ✔Comprehensive Benefits Package:<ul><li>Medical, dental, vision, and life insurance</li><li>5 accrued personal time off days & 5 sick days</li><li>401K with company matching ✔Career Growth: Continuous training and leadership development programs. ✔Dynamic Work Environment: Be a part of a highly engaged and results-driven team.</li></ul> Key Responsibilities:Strategic Leadership & Business Operations<ul><li>Establish and execute weekly, monthly, and quarterly operational goals to align with the contract business plan.</li><li>Provide regular updates to senior leadership using Salesforce reports, metrics, and analytics tools.</li><li>Partner with internal teams to optimize efficiency, productivity, and service quality.</li><li>Participate in company and client initiatives, committees, and task forces.</li></ul> Performance & People Management<ul><li>Lead recruitment, hiring, and retention of high-performing security personnel.</li><li>Set and monitor performance goals for security teams, ensuring accountability.</li><li>Oversee training, professional development, and performance evaluations.</li><li>Implement Performance Improvement Plans (PIPs) when necessary to improve team success.</li></ul> Training & Development<ul><li>Identify and bridge skill gaps with targeted training and professional development initiatives.</li><li>Ensure completion of all mandatory training programs for security staff.</li><li>Stay informed on industry trends, risks, and emerging security threats, sharing insights with the team.</li><li>Conduct regular staff meetings to discuss goals, strategies, and best practices.</li></ul> Client & Customer Service Excellence<ul><li>Serve as the primary liaison between Securitas and client representatives.</li><li>Maintain a customer-first approach to resolve issues swiftly and effectively.</li><li>Stay updated on market trends, industry best practices, and competitor insights to refine strategies.</li></ul> Operational Oversight<ul><li>Manage daily Security Officer staffing and scheduling to meet contractual requirements.</li><li>Conduct quality assurance inspections and monitor security personnel performance.</li><li>Oversee post order compliance, ensuring all security operations meet client and company expectations.</li><li>Ensure all emergency response procedures are effectively implemented and maintained.</li></ul> Qualifications & Experience:Education & Experience<ul><li>Bachelor’s degree in Criminal Justice, Business Administration, or related field preferred.</li><li>3-5 years of professional-level experience in security management or a related field.</li><li>Security industry experience required (operations, scheduling, compliance, etc.).</li></ul> Technical & Operational Skills<ul><li>Proficiency in Microsoft Office Suite, Salesforce, HRIS platforms, and other web-based management tools.</li><li>Experience in hiring, developing, and motivating teams.</li><li>Strong ability to interpret and enforce security policies, procedures, and post orders.</li></ul> Leadership & Communication Skills<ul><li>Exceptional verbal and written communication skills—must be able to draft professional reports and correspondences.</li><li>Demonstrated problem-solving skills and ability to de-escalate conflicts.</li><li>Strong decision-making skills with the ability to manage complex security operations.</li></ul> If you are a results-driven security professional who thrives in a leadership role, we invite you to apply and be a part of Securitas’ mission to provide exceptional security services. Company Website: <a href="https://www.securitasjobs.com" rel="nofollow noopener noreferrer" target="_blank">https://www.securitasjobs.com</a> Securitas is committed to equal employment opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, pregnancy, genetic information, disability, status as a protected veteran, or any other applicable legally protected characteristic. #AF-SSTA Securitas employees come from all walks of life, bringing with them a variety of distinctive skills and perspectives. United through our common purpose, we provide the security needed to safeguard our clients' assets and people. Our core values - Integrity, Vigilance and Helpfulness - are represented by the three red dots in the Securitas logo. If you live by these values, we’re looking for you to join the Securitas team.

Securitas Critical Infrastructure Services Inc. (SCIS) is one of the largest providers in the United States of specialized security, fire and emergency response services to meet federal government security requirements in the Aerospace, Aviation, Defense, and Energy industries. As the national security provider for many Department of Defense, Aerospace and Intelligence contractors, SCIS is qualified to provide “Cleared Protective Services” to classified facilities.

Securitas

Security Account Manager

Best Practices

Business Administration

Business Development

Business Operations

Business Plan

Communication Skills

Computer Security

Contract Requirements

Criminal Justice

Customer Support/Service

Emergency Procedures

Emergency Response

Financial Compliance

HRIS/HRMS

Industry/Trade Analysis

Leadership

Maintain Compliance

Market Trend Analysis

Mentoring

Metrics

Microsoft Office

Operational Strategy

Operations Management

Operations Planning

People Management

Performance Analysis

Performance Goal Setting

Performance Management

Performance Metrics

Performance Reviews

Presentation/Verbal Skills

Problem Solving Skills

Protective Services

Quality Assurance

Reporting Skills

Salesforce.com

Security Attacks

Security Monitoring

Training Program

Training/Teaching

Vision Plan

Writing Skills

Appcast PX 2

Job Family Group: Retail Banking Sales & ServiceAs a Licensed Senior Premier Relationship Manager at BMO Bank, you will: Enjoy the autonomy to proactively manage and build an assigned portfolio of clients across multiple branch locations. Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.

<div><div><div><div><div><div><div>Application Deadline:</div></div></div></div></div></div></div>05/29/2025Address:11111A N. Wolfe Rd.Job Family Group:Retail Banking Sales & ServiceAs a Licensed Senior Premier Relationship Manager at BMO Bank, you will:<ul><li>Enjoy the autonomy to proactively manage and build an assigned portfolio of clients across multiple branch locations.</li><li>Act as the primary client contact to uncover financial needs and provide meaningful solutions.</li><li>Partner one on one with a Financial Advisor to guide clients through the financial planning process.</li><li>Enjoy a competitive base salary, quarterly and annual incentive opportunities, as well as best in class benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.</li></ul>The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.  A BMO Senior Premier Relationship Manager is charged with managing and growingan assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience.Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual.  Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.  As a Licensed Senior Premier Relationship Manager at BMO, you will: <ul><li>Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources. </li><li>Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. </li><li>Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success. </li><li>Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers’ financial needs. </li><li>Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. </li></ul>BMO IS ON AN EXCITING JOURNEY… We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life.  We’ve been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first.You belong here!<ul><li>This is a licensed position requiring the SIE, Series 6, 63, Life and Health</li><li>Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.</li><li>Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.</li><li>Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.</li></ul><div></div><ul><li>Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact.</li><li>Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.</li><li>Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.</li><li>Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.</li><li>Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.</li><li>Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.</li><li>Executes quality customer review meetings for retention and relationship expansion purposes.</li><li>Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.</li><li>Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.</li><li>Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies.</li><li>Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.</li><li>Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.</li><li>Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.</li><li>Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.</li><li>Monitors individual exception reports and takes action to remove exceptions.</li><li>Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li><li>Executes work to deliver timely, accurate, and efficient service.</li><li>Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.</li><li>Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>Works independently on a range of complex tasks, which may include unique situations.</li><li>Broader work or accountabilities may be assigned as needed.</li></ul>Qualifications:<ul><li>Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required.</li><li>7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.</li><li>Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).</li><li>Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.</li><li>Excellent understanding of brokerage and insurance products.</li><li>Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required.</li><li>Excellent understanding of personal trust and investment management – required.</li><li>In-depth knowledge of client portfolio management.</li><li>Technical proficiency gained through education and/or business experience.</li><li>Verbal & written communication skills - In-depth.</li><li>Collaboration & team skills - In-depth.</li><li>Analytical and problem solving skills - In-depth.</li><li>Influence skills - In-depth.</li><li>Data driven decision making - In-depth.</li></ul>U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Salary:<h2></h2>$61,600.00 - $114,400.00Pay Type: SalariedThe above represents BMO Financial Group’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’s expected target for the first year in this position.BMO Financial Group’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: <a href="https://jobs.bmo.com/global/en/Total-Rewards" rel="nofollow noopener noreferrer" target="_blank">https://jobs.bmo.com/global/en/Total-Rewards</a>About UsAt 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 – 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.To find out more visit us at <a href="http://jobs.bmo.com/us/en" rel="nofollow noopener noreferrer" target="_blank">http://jobs.bmo.com/us/en</a>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.

BMO Financial

Senior Premier Relationship Manager

Accounting

Analysis Skills

Bank Management

Banking Regulations

Banking Services

Brokerage

Business Banking

Business Services

Cash Flow Projection

Coaching

Community Relations

Consumer Loans

Credit Analysis

Credit Risk

Customer Acquisition

Customer Experience

Customer Relationship Management (CRM)

Customer Training

Diversity

Documentation

Due Diligence

Economic Growth

Establish Priorities

Financial Planning

Financial Services

Financial Transactions

Identify Issues

Investment Management

Licensing

Licensing Compliance

Loan Origination

Loans

Loss Prevention

Meet Sales Quota

Money Laundering

Mortgage

Mortgage Lending

Network Administration/Management

Network Support

Pricing

Product Pricing

Product Support

Profit & Loss

Real Estate Sales

Recruiting/Staffing Agency

Regulations

Regulatory Compliance

Regulatory Requirements

Relationship Management

Retirement Plan

Risk Analysis

Series 6

Series 63

Succession Planning

Team Player

Time Management

Appcast Exclusive 1

Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. As a Licensed Senior Premier Relationship Manager at BMO, you will: Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources.

<div><div><div><div><div><div><div>Application Deadline:</div></div></div></div></div></div></div>05/29/2025Address:890 N. First St.Job Family Group:Retail Banking Sales & ServiceThis is a licensed position requiring the SIE, Series 6, 63, Life and HealthBilingual in English and Spanish Language is preferredOakridge Branch (San Jose), Civic Branch (San Jose) & Santa Clara BranchThe mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.  A BMO Senior Premier Relationship Manager is charged with managing and growingan assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience.Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual.  Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.  As a Licensed Senior Premier Relationship Manager at BMO, you will: <ul><li>Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources. </li><li>Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. </li><li>Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success. </li><li>Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers’ financial needs. </li><li>Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. </li></ul>BMO IS ON AN EXCITING JOURNEY… We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life.  We’ve been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first.You belong here!  <ul><li>This is a licensed position requiring the SIE, Series 6, 63, Life and Health</li><li>Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.</li><li>Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.</li><li>Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.</li><li>Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact.</li><li>Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.</li><li>Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.</li><li>Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.</li><li>Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.</li><li>Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.</li><li>Executes quality customer review meetings for retention and relationship expansion purposes.</li><li>Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.</li><li>Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.</li><li>Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies.</li><li>Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.</li><li>Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.</li><li>Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.</li><li>Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.</li><li>Monitors individual exception reports and takes action to remove exceptions.</li><li>Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li><li>Executes work to deliver timely, accurate, and efficient service.</li><li>Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.</li><li>Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>Works independently on a range of complex tasks, which may include unique situations.</li><li>Broader work or accountabilities may be assigned as needed.</li></ul>Qualifications:<ul><li>Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required.</li><li>7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.</li><li>Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).</li><li>Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.</li><li>Excellent understanding of brokerage and insurance products.</li><li>Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required.</li><li>Excellent understanding of personal trust and investment management – required.</li><li>In-depth knowledge of client portfolio management.</li><li>Technical proficiency gained through education and/or business experience.</li><li>Verbal & written communication skills - In-depth.</li><li>Collaboration & team skills - In-depth.</li><li>Analytical and problem solving skills - In-depth.</li><li>Influence skills - In-depth.</li><li>Data driven decision making - In-depth.</li></ul>U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Salary:<h2></h2>$67,200.00 - $124,800.00Pay Type: SalariedThe above represents BMO Financial Group’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’s expected target for the first year in this position.BMO Financial Group’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: <a href="https://jobs.bmo.com/global/en/Total-Rewards" rel="nofollow noopener noreferrer" target="_blank">https://jobs.bmo.com/global/en/Total-Rewards</a>About UsAt 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 – 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.To find out more visit us at <a href="http://jobs.bmo.com/us/en" rel="nofollow noopener noreferrer" target="_blank">http://jobs.bmo.com/us/en</a>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.

Sr Premier Relationship Manager Licensed

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