Application Deadline: 04/29/2026 Address: VIRTUAL(R)16 - HomeRes - KS Job Family Group: Commercial Sales & Service SVP - TRANSPORTATION FINANCE SALES MANAGER 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. - Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. - Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. - Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. - Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. - Manages high-value client portfolios, driving cross-selling, retention, and profitability. - Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales. - Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. - Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. - Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. - Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. - Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. - Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. - Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. - Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. - Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs. - Identifies share of wallet opportunities. - Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. - Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. - Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. - Ensures alignment between values and behaviour that fosters diversity and inclusion. - Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. - Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. - Attracts, retains, and enables the career development of top talent. - Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. - Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. - Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. - Implements changes in response to shifting trends. - Broader work or accountabilities may be assigned as needed. - Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: - 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. - Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. - Seasoned professional with a combination of education, experience and industry knowledge. Salary: $122,400.00 - $228,000.00 Pay Type: Salaried The 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: 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 – 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 http://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.

• Lead a high‑performing team across the Northeast region. • Develop territory growth strategies and engage with key customers. • Lead direct reports responsible for sustaining and expanding critical distributor and end‑user relationships to drive revenue and profitability. • Foster a culture of trust, inclusion, and accountability. • Coach and develop team members for full potential. • Drive performance and profitability through disciplined sales management and customer value creation. • Collaborate across Sales, Marketing, Product, and Operations for a unified customer experience.

• Lead a high-performing team across the Northeast region. • Develop territory growth strategies. • Engage with key customers across various sectors. • Sustain and expand critical distributor and end-user relationships. • Foster a culture of trust, inclusion, and accountability. • Coach and develop team members. • Translate strategy into action. • Drive performance and profitability through disciplined sales management.

POSITION: Specialist, Customer Sales - Level I COMPENSATION: Pursuant to Colorado regulations, if this job is performed in Colorado, the salary range is $17-$18/hr plus bonus potential. Eligible to participate in the company benefits plan. We offer health, vision, dental, and pet insurance. We offer a 401(k) retirement plan, student loan assistance, licensing and continuing education reimbursement, parental leave, and housing allowances or gifts. REPORTS TO: Manager, Centralized Services SUMMARY: As a Customer Sales Specialist (CSS-1), you will join Cardinal’s internal Centralized Services team to provide advanced leasing support to our student, conventional, and affordable communities. Your primary responsibilities will include responding to or sending inbound/ outbound phone, email, and SMS inquiries from prospective residents and guiding applicants and guarantors to a completed application and lease. This role will be a part of Cardinal Group’s new centralized services team and can be performed remotely or at our HQ office in Denver, CO. Although your role is remote and reports to the Manager, Centralized Services, you will work closely with the onsite leasing team members at contracted communities to provide consistent, expectation-exceeding customer service to our prospective future residents. ESSENTIAL RESPONSIBILITIES (Including but not limited to): - Operates in Cardinal Group’s contact center platform and industry-leading property management systems to assist prospective new residents with their apartment search across our portfolio of student, conventional, and affordable communities. - Effectively communicate community features and benefits to potential customers. - Qualify leads and identify customer needs to tailor sales presentations. - Handle customer inquiries and resolve issues professionally and efficiently. - Meet and exceed daily, weekly, and monthly sales targets. - Accurately record customer information and sales data in our CRM system. - Collaborate with onsite teams and the Portfolio Sales and Marketing Manager, ensuring communities achieve their leasing objectives efficiently and accurately. - Partner with onsite team members to learn each assigned community's selling points, common objections, and brand identity, utilizing this knowledge to become a subject matter expert. - Adopt and utilize Artificial Intelligence (AI) tools to consistently provide outstanding customer service at scale. - Manage inbound phone, text, and email communication with a focus on driving urgency and building the value of assets to customers, increasing the likelihood of a scheduled tour and lease conversion. - Deploy strategic outbound communication efforts that focus on driving urgency and building the value of assets to customers, increasing the likelihood of a scheduled tour and lease conversion. - Discover opportunities to cross-sell other Cardinal communities in markets with multiple communities to ensure the prospect has the most options available for their search. - Produce and administer accurate reports on leasing performance at assigned communities, highlighting the impact of specialists and AI tools. - Consistently meet expected Key Performance Indicator (KPI) targets set by a Customer Sales Manager and other stakeholders. - Identify strategic opportunities for department growth and innovation to lessen the burden on onsite teams and increase the value of assigned assets. - Research and prepare reports, memos, letters, and other documents using word processing, spreadsheet, database, or presentation software, as directed by the department manager. Use these items to host bi-weekly status performance calls for assigned teams and communities. - Adhere to legal and audit requirements for federal, state, and local fair housing regulations regarding the prospect and application process. - Display Cardinal Group’s dedication to professionalism and service while building genuine connections in interactions with future residents. - Completes CardinalU and other internal skill-building training as required, including completion and continuous execution of the Cardinal Way of Leasing. PREFERRED QUALIFICATIONS: - 1-2 years of customer service and sales experience. - 1-2 years of property management experience preferred. - High School Diploma or equivalent required. - Demonstrated ability to master evolving technological resources, including AI tools. - Elite communication and interpersonal skills. - Service-focused while creating memorable experiences internally and externally. - Focus on delivering a warm, friendly, and helpful experience for all prospective members. - Knowledge of Yardi / Rent Cafe/ Entrata / Knock/ Realpage is preferred. - Moderate/High-level understanding of Microsoft and Google Office Suite. - Available to work evenings and weekends. - Ability to embody the Cardinal Culture and Cardinal Core Values every day. WORK ENVIRONMENT / PHYSICAL DEMANDS: The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Incumbents primarily work in an office environment but may also have frequent exposure to outside apartment buildings and all areas of the property, including amenities, and have frequent exposure to outside elements where temperature, weather, odors, and landscape may be unpleasant and hazardous. The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, type, handle, or feel and talk or hear. The employee must regularly stand, walk, reach with hands and arms, and climb, stoop, or squat. The employee is often required to sit. Incumbents must be able to physically access all exterior and interior parts of the property and amenities. They must be able to work inside and outside in all weather conditions, including rain, snow, heat, hail, wind, and sleet. The employee must be able to push, pull, lift, carry, or maneuver office products and supplies of up to twenty (20) pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Routine local travel may be required to attend training classes, client visits, or other situations necessary to accomplish some or all of the daily responsibilities of this position. Overnight travel is required to attend company functions, training, property visits, and other situations necessary to accomplish special projects that may be assigned occasionally. The above job description is not intended to be an all-inclusive list of the position's duties and standards. Incumbents will follow any other instructions and perform any other related duties as assigned by their supervisor.