Sr. Treasury Payment Sales Consultant

BMO Financial Group

San Ramon, California, United States
Base: $112,200.00 - $209,000.00; bonus/equity: may...
Treasury products and service experience
Financial sales experience
Regulatory compliance knowledge
The role involves applying consultative sales practices to generate leads and close sales of treasury management and payment solutions for new and existing clients

Job Summary

  • The role involves applying consultative sales practices to generate leads and close sales of treasury management and payment solutions for new and existing clients.
  • Candidates will lead complex deal closures, manage client implementation activities, and ensure alignment with organizational goals and regulatory standards.
  • The position offers a competitive salary range of $112,200.00 to $209,000.00 along with comprehensive benefits including health insurance and retirement savings plans.

Matching Summary

The role involves applying consultative sales practices to generate leads and close sales of treasury management and payment solutions for new and existing clients.

Salary

Base: $112,200.00 - $209,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

  • Treasury products and service experience
  • Financial sales experience
  • Regulatory compliance knowledge
  • Client portfolio risk management
  • Strategic relationship building

Nice-to-have

  • CTP Certification preferred
  • Master's degree in Finance or Accounting
  • Experience with NA TPS digital products
  • Cross-selling expertise
  • Process optimization leadership

Key Requirements

  • 7+ years of relevant sales and treasury management experience
  • Bachelor's degree required; Master's degree preferred
  • Must have Treasury Products and Service experience
  • Must have financial sales experience
  • CTP Certification is a nice-to-have

Work Rights

Not specified

Tailored Resume

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