Sr. Treasury Advisor

BMO Financial Group

Base: $63,300.00 - $117,200.00; bonus/equity: may ...
Treasury management solutions
Payment solutions sales
Client relationship management
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: $63,300.00 - $117,200.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Treasury management solutions
  • Payment solutions sales
  • Client relationship management
  • Regulatory compliance
  • Cash flow optimization
  • Liquidity management advice

Nice-to-have

  • Consultative sales approach
  • Process improvement initiatives
  • Industry trend insights
  • Building long-term relationships
  • Digital product advocacy

Key Requirements

  • 4-6 years relevant experience
  • Bachelor's degree required
  • Business Administration, Finance, Accounting preferred
  • Technical proficiency
  • Commensurate work experience considered

Work Rights

Not specified

Tailored Resume

Cover Letter