Sales Associate TPS

BMO; Brampton; On-site; CAD 56,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

BMO is seeking a treasury sales and relationship management professional in Brampton to drive leads and close sales of treasury management and payment solutions for corporate clients. The role focuses on compliant, well-managed implementation and proactive client engagement.

You will analyze client needs, tailor treasury solutions, and coordinate cross-functional teams to optimize cash flow and liquidity for high-value clients.

Qualifications

• 4 – 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Any other related discipline or commensurate work experience considered.
• Technical proficiency gained through education and/or business experience.
• Advanced level of proficiency: Treasury Management.
• Cash Management.
• Payment Technologies.
• Financial Analysis.
• Risk Assessment.
• Quality Assurance.
• Auditing.
• Regulatory Compliance.
• Data Analysis.
• Reporting.
• Problem Solving.
• Time Management.
• Detail-Oriented.

Responsibilities

• Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients.
• Monitors implementation activities to ensure alignment with timelines.
• Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements.
• Manages sales processes, client engagement and outcomes.
• Manages client sales inquiries related to product offerings, pricing, and implementation.
• Conducts sales discussions, introducing innovative products and services and sharing industry insights.
• Handles CMP by identifying client needs and driving acquisition strategies.
• Analyzes trends in overdrawn accounts to identify compliance risks and escalate as needed.

Skills

Treasury Management

Cash Management

Financial Analysis

Regulatory Compliance

Data Analysis

Reporting

Problem Solving

Time Management

Detail-Oriented

Auditing

Risk Assessment

Education

Bachelor’s degree in Business Administration, Finance or Accounting

Job description

Application Deadline: 10/29/2026

Address: 105 rue St-Jacques O

Job Family Group: Commercial Sales & Service

Responsibilities

• 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.
• Monitors implementation activities to ensure alignment with timelines.
• Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes.
• Manages sales processes, client engagement and outcomes.
• Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
• Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement.
• Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio.
• Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives.
• Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues.
• Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes.
• Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management.
• Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
• Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
• Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• 4 – 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Any other related discipline or commensurate work experience considered.
• Technical proficiency gained through education and/or business experience.
• Advanced level of proficiency: Treasury Management.
• Cash Management.
• Payment Technologies.
• Financial Analysis.
• Risk Assessment.
• Quality Assurance.
• Auditing.
• Regulatory Compliance.
• Data Analysis.
• Reporting.
• Problem Solving.
• Time Management.
• Detail-Oriented.

Benefits

• BMO offers health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives.
• Discretionary bonuses.
• Other perks and rewards.

Salary: $55,500.00 - $120,000.00

Pay Type: Salaried

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.