Treasury Consultant - Financial Institutions

BMO

Chicago, IL, United States
Base: $74,000.00 - $138,000.00; bonus/equity: not ...
Treasury management expertise
Cash management strategies
Payment technologies
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.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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: $74,000.00 - $138,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Treasury Management expertise
  • Cash Management strategies
  • Payment Technologies
  • Financial Analysis
  • Sales process management
  • Client engagement
  • Regulatory Compliance

Nice-to-have

  • Innovative product introduction
  • Cross-selling treasury solutions
  • Leveraging external networks
  • Building long-term relationships
  • Data analysis for strategies
  • Digital product advocacy

Key Requirements

  • 5-7 years relevant experience
  • Manage client portfolio
  • Bachelor's degree required
  • Treasury Payment Solutions knowledge
  • Sales CRM proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter