Treasury Management Sales Consultant

Bank of Montreal; California (MO); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) is seeking a Treasury Management Sales professional to apply consultative sales and relationship management practices, generating leads and closing sales for treasury management and payment solutions for new and existing clients.

You will monitor implementation activities, provide tailored treasury management solutions, and drive process improvements to enhance client experiences and business outcomes while ensuring regulatory compliance.

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.
• Technical proficiency gained through education and/or business experience.
• Advanced level of proficiency: Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Problem Solving Time Management Detail-Oriented

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.
• Monitors implementation activities to ensure alignment with timelines and delivers tailored treasury management solutions.
• Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes.
• Provides guidance on treasury management solutions to help clients optimize cash flow and liquidity management.
• Attends industry events to stay updated on market trends and support sales strategies.
• Builds and maintains strong long-term relationships with high-value clients and drives acquisition strategies.

Skills

Treasury management

Financial analysis

Risk assessment

Regulatory compliance

Data analysis

Education

Bachelor's degree in Business/Finance

Job description

Bank of Montreal (BMO) is seeking a Treasury Management Sales professional to apply consultative sales and relationship management practices, generating leads and closing sales for treasury management and payment solutions for new and existing clients.

You will monitor implementation activities, provide tailored treasury management solutions, and drive process improvements to enhance client experiences and business outcomes while ensuring regulatory compliance.