Treasury Advisor Team Lead

BMO

200 Crescent Court, United States
Base: $74,000.00 - $138,000.00; bonus/equity: may ...
Treasury management expertise
Payment technologies proficiency
Financial analysis skills
Lead and mentor a team of Treasury sales advisors, guiding them on best practices and sales processes while coaching them to elevate their sales skills and close rates

Job Summary

  • Lead and mentor a team of Treasury sales advisors, guiding them on best practices and sales processes while coaching them to elevate their sales skills and close rates.
  • Collaborate to set individual and team sales targets, monitor key sales metrics, and implement corrective strategies, while also handling escalated customer feedback and ensuring prompt resolution.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Lead and mentor a team of Treasury sales advisors, guiding them on best practices and sales processes while coaching them to elevate their sales skills and close rates.

Salary

Base: $74,000.00 - $138,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Treasury Management expertise
  • Payment Technologies proficiency
  • Financial Analysis skills
  • Risk Assessment capabilities
  • Quality Assurance auditing
  • Regulatory Compliance knowledge

Nice-to-have

  • Coaching sales advisors
  • Customer satisfaction focus
  • Cross-team collaboration
  • Boldly Grow the Good mindset

Key Requirements

  • 4-6 years people management experience
  • Bachelor's degree required
  • Technical proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter