Treasury Management Strategist

BMO U.S.; 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

At BMO Financial Group in the United States, a treasury management sales specialist drives consultative engagements to close deals for treasury and payment solutions. You will manage client inquiries, lead discussions on innovative products, and coordinate implementations to meet timelines, while ensuring compliance and risk controls throughout the sales cycle.

Hiring candidates with 4–6 years in treasury or financial operations, a Bachelor's degree, and strong analytical skills.

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.
• Analyses 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

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 and Accounting

Job description

At BMO Financial Group in the United States, a treasury management sales specialist drives consultative engagements to close deals for treasury and payment solutions. You will manage client inquiries, lead discussions on innovative products, and coordinate implementations to meet timelines, while ensuring compliance and risk controls throughout the sales cycle.

Hiring candidates with 4–6 years in treasury or financial operations, a Bachelor's degree, and strong analytical skills.