Strategic Treasury Advisor: Client Solutions & Growth

Hispanic Alliance for Career Enhancement; Chicago (IL); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plan

Job summary

BMO Financial Group in Chicago, IL seeks a Sr. Treasury Advisor to apply consultative sales and relationship management to generate leads and close sales of treasury management and payment solutions for new and existing clients.

The role ensures regulatory compliance and monitors implementation activities to align with timelines. You will provide tailored treasury management solutions, optimize cash flow and liquidity, and build strong long-term client relationships while collaborating with

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.

Responsibilities

• 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.
• Analyzes 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.

Skills

Treasury management

Relationship management

Sales process

Regulatory compliance

Industry knowledge

Education

Bachelor's degree in Business Administration/Finance/Accounting

Job description

BMO Financial Group in Chicago, IL seeks a Sr. Treasury Advisor to apply consultative sales and relationship management to generate leads and close sales of treasury management and payment solutions for new and existing clients.

The role ensures regulatory compliance and monitors implementation activities to align with timelines. You will provide tailored treasury management solutions, optimize cash flow and liquidity, and build strong long-term client relationships while collaborating with