Cash Management Strategist - Private Wealth

BMO

Montreal

In loco

CAD 56.000 - 120.000

Tempo pieno

3 giorni fa

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Vantaggi offerti da questo lavoro

Total compensation varies with paytype

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Descrizione del lavoro

BMO is seeking a seasoned professional to drive cash management sales and service objectives in Canada. You will partner with banking teams, develop proposals, and grow the business through effective pricing and solutions. A strong network and strategic mindset are essential.

You will deliver expert guidance, manage a diverse client portfolio, and ensure regulatory and risk guidelines are followed. This role emphasizes relationship-building and sustained performance across markets.

Competenze

Typically 4–6 years of relevant experience and a related post-secondary degree.
In-depth knowledge of cash management products and services.
In-depth knowledge of business investment and lending products.
In-depth knowledge of Personal and Commercial banking products and services.
Strong verbal and written communication.
Collaboration and teamwork skills.
Analytical and problem-solving skills.
Influence and data-driven decision making.

Mansioni

Provide professional cash management advice and support to banking partners and clients to meet sales and service objectives.
Develop business strategies with partners to grow the business.
Review market performance and sales opportunity pipelines to drive results.
Participate in deal teams to develop proposals for new opportunities.
Build an external network to identify new business opportunities.
Deliver exceptional customer service and maintain long-term relationships.
Ensure alignment with internal guidelines and controls.