Senior Treasury Sales Director — Strategic Client Solutions

Bank N.A.; Miami (FL); On-site; USD 85,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Miami seeks a Director, Sr. Treasury Sales Consultant to apply consultative sales and relationship management for treasury management solutions.

You will lead complex deals, manage client portfolios, and ensure regulatory compliance while optimizing processes and client experiences. The role focuses on building strategic relationships, supporting implementation, and delivering innovative treasury solutions to drive business outcomes.

Qualifications

• 10+ years of relevant experience in Sales and treasury management or risk management.
• Bachelor's degree required; Master’s preferred in Business/Finance.
• Seasoned professional with education and industry knowledge.

Responsibilities

• Leads complex deal closures with internal teams and stakeholders to ensure timely execution.
• Evaluates potential vulnerabilities and manages risks within client portfolios.
• Oversees client implementation activities to ensure timely delivery and tailored solutions.
• Builds long-term relationships with high-value clients and provides strategic financial advice.

Skills

Sales

Treasury management

Relationship management

Regulatory compliance

Cross-functional teamwork

Education

Bachelor's degree

Master's degree

Job description

BMO Financial Group in Miami seeks a Director, Sr. Treasury Sales Consultant to apply consultative sales and relationship management for treasury management solutions.

You will lead complex deals, manage client portfolios, and ensure regulatory compliance while optimizing processes and client experiences. The role focuses on building strategic relationships, supporting implementation, and delivering innovative treasury solutions to drive business outcomes.