Treasury Advisor

BMO

Phoenix, AZ, US
Base: $51,800.00 - $95,900.00; bonus/equity: may i...
Sales acumen
Treasury management knowledge
Banking experience
Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance

Job Summary

  • Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.
  • Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes.
  • 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.

Matching Summary

Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.

Salary

Base: $51,800.00 - $95,900.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • sales acumen
  • treasury management knowledge
  • banking experience
  • financial products sales
  • relationship management practices
  • client engagement

Nice-to-have

  • innovative products and services
  • industry trends insights
  • cash flow optimization
  • liquidity management guidance
  • strategic advice on financial solutions

Key Requirements

  • 4-6 years relevant experience
  • Bachelor's degree required
  • Treasury Management proficiency
  • Cash Management proficiency
  • Payment Technologies proficiency
  • Financial Analysis proficiency
  • Risk Assessment proficiency
  • Regulatory Compliance proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter