Treasury Advisor

Commercial Sales And Service Position

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.

Responsibilities include managing client sales inquiries related to product offerings, pricing, and implementation, conducting sales discussions, handling the client management process, analyzing trends in overdrawn accounts, resolving document exceptions, coordinating client implementation activities, providing guidance on treasury management solutions, attending industry forums and community events, building and maintaining strong relationships with high-value clients, analyzing client and industry data, working closely with internal teams, building advocacy for digital products, supporting implementation activities, ensuring adherence to regulatory requirements, and focusing on business/group within BMO with potential enterprise-wide focus.

Qualifications include 4 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment, a bachelor's degree required, technical proficiency gained through education and/or business experience, and advanced level of proficiency in areas such as treasury management, cash management, payment technologies, financial analysis, risk assessment, quality assurance auditing, regulatory compliance, data analysis reporting, problem solving, time management, and being detail-oriented.

Salary range is $51,800.00 - $95,900.00, with pay type being salaried. The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us: At BMO we are driven by a shared purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.