Strategic Treasury Sales Director

BMO Harris Bank; Miami (FL); Sur place; USD 85 000 - 180 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Résumé du poste

BMO Harris Bank in Miami, FL seeks a Director, Sr. Treasury Sales Consultant to apply consultative sales and relationship management practices for treasury management and payment solutions.

You will lead complex deals, manage client portfolios, and ensure regulatory compliance while delivering tailored solutions. The role emphasizes building strategic relationships, cross-selling opportunities, and coordinating cross-functional teams to optimize client experiences and drive business outcomes.

Qualifications

• 10+ years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment is preferred.
• Bachelor's degree required, Master's degree preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
• Seasoned professional with a combination of education, experience and industry knowledge.

Responsabilités

• Leads complex deal closures with internal teams and stakeholders to ensure efficient execution.
• Evaluates potential vulnerabilities and manages risks within client portfolios, ensuring regulatory compliance.
• Oversees client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
• Serves as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency.
• Represents the organization at industry forums and community events, utilizing market insights and trends to reinforce the Bank's brand and identify new business opportunities.
• Executes on strategic initiatives by coordinating cross-functional teams, ensuring alignment with business goals, operational excellence, and market-leading practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Champions process optimization by spearheading large-scale workflow improvements and integrating best practices across treasury and payment operations to enhance operational efficiency.
• 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.

Connaissances

Sales & treasury management experience

Relationship management

Regulatory compliance

Formation

Bachelor's degree required; Master's preferred

Description du poste

BMO Harris Bank in Miami, FL seeks a Director, Sr. Treasury Sales Consultant to apply consultative sales and relationship management practices for treasury management and payment solutions.

You will lead complex deals, manage client portfolios, and ensure regulatory compliance while delivering tailored solutions. The role emphasizes building strategic relationships, cross-selling opportunities, and coordinating cross-functional teams to optimize client experiences and drive business outcomes.