Strategic Treasury Management Consultant

BMO; Tempe (AZ); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

Tuition Reimbursement

Retirement Savings Plans

Job summary

BMO Financial Group in Tempe, AZ is seeking a Sales and Treasury Solutions professional to apply consultative sales and relationship management to generate leads and close sales of treasury management and payment solutions. You will monitor implementations, ensure regulatory compliance, and drive client engagement with high-value accounts.

This role emphasizes building long-term client relationships, analyzing client data to tailor financial solutions, and coordinating with internal teams to

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

• 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.
• 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.
• 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.

Skills

Treasury Management

Cash Management

Payment Technologies

Financial Analysis

Risk Assessment

Quality Assurance Auditing

Regulatory Compliance

Data Analysis Reporting

Problem Solving

Time Management

Detail Oriented

Education

Bachelor’s degree

Business Administration / Finance / Accounting

Job description

BMO Financial Group in Tempe, AZ is seeking a Sales and Treasury Solutions professional to apply consultative sales and relationship management to generate leads and close sales of treasury management and payment solutions. You will monitor implementations, ensure regulatory compliance, and drive client engagement with high-value accounts.

This role emphasizes building long-term client relationships, analyzing client data to tailor financial solutions, and coordinating with internal teams to