Strategic Treasury & Payments Advisor

BMO Harris Bank; Chicago (IL); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a treasury management sales professional in Chicago to apply consultative sales and relationship management to generate leads and close solutions for treasury management and payments. You’ll monitor implementation timelines, tailor solutions, and optimize sales processes to improve client experiences and outcomes.

Ideal candidates have 4–6 years in treasury/financial operations or risk management, a relevant bachelor’s degree, and strong analytical, regulatory and

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.
• 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.
• Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions.
• Analyzes client and industry data to inform customized client solution strategies that include optimizing management of working capital.

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 in Business Administration, Finance or Accounting

Job description

BMO Financial Group is seeking a treasury management sales professional in Chicago to apply consultative sales and relationship management to generate leads and close solutions for treasury management and payments. You’ll monitor implementation timelines, tailor solutions, and optimize sales processes to improve client experiences and outcomes.

Ideal candidates have 4–6 years in treasury/financial operations or risk management, a relevant bachelor’s degree, and strong analytical, regulatory and