Sr. Treasury Advisor

BMO Financial Group

Unknown, Unknown, US
Base: $63,300.00 - $117,200.00; bonus/equity: may ...
Treasury management experience
Sales of payment solutions
Regulatory compliance adherence
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 manage the Client Management Process by identifying needs, building relationships, and driving acquisition strategies to grow the client portfolio.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life 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: $63,300.00 - $117,200.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Treasury management experience
  • Sales of payment solutions
  • Regulatory compliance adherence
  • Client relationship building
  • Cash flow optimization

Nice-to-have

  • Strategic financial advice skills
  • Digital product adoption advocacy
  • Continuous process improvement mindset
  • Industry trend analysis capability

Key Requirements

  • 4-6 years relevant experience in treasury management
  • Bachelor's degree required
  • Experience in corporate or banking environment

Work Rights

Not specified

Tailored Resume

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