Tps Treasury Advisor - Im (west) Market

BMO

Los Angeles, California, US
Base: $69,000.00 - $127,800.00; bonus/equity: may ...
Treasury and payment solutions (tps) sales
Client engagement
Solution design
Partner with senior sales professionals to deliver treasury solutions to US Commercial Bank TPS clients and prospects, combining client engagement, solution design, and collaboration with internal teams to drive growth and enhance client experience

Job Summary

  • Partner with senior sales professionals to deliver treasury solutions to US Commercial Bank TPS clients and prospects, combining client engagement, solution design, and collaboration with internal teams to drive growth and enhance client experience.
  • Support development and presentation of treasury solutions, assist with sales activities including proposals and pricing, and analyze financial data to determine client needs for structuring Bank's Treasury products and services.
  • Collaborate with Service and Onboarding teams for smooth client implementation, maintain accurate records on Salesforce, and attend industry forums to enhance brand and stay updated on market trends.

Matching Summary

Partner with senior sales professionals to deliver treasury solutions to US Commercial Bank TPS clients and prospects, combining client engagement, solution design, and collaboration with internal teams to drive growth and enhance client experience.

Salary

Base: $69,000.00 - $127,800.00; Bonus/Equity: May include a commission structure; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Treasury and Payment Solutions (TPS) Sales
  • client engagement
  • solution design
  • collaboration with internal teams
  • sales activities
  • pipeline management
  • financial data analysis

Nice-to-have

  • consultative sales practices
  • relationship management
  • client acquisition strategies
  • optimizing working capital
  • building long-term relationships

Key Requirements

  • Bachelor's degree required
  • 4-6 years of experience in banking, fintech, or corporate treasury
  • Strong analytical and data interpretation skills
  • Proficiency with Excel and reporting tools
  • Advance level of knowledge of treasury products
  • Excellent communication and organizational skills

Work Rights

Not specified

Tailored Resume

Cover Letter