BMO U.S.

Senior Treasury Sales Consultant – Team Lead

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: San Francisco • California • United States

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Salary

💰 $122,400 - $228,000 per year

Job Level

Senior

About the role

  • 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.
  • Leads business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross-selling treasury and cash management solutions, and leveraging professional networks to expand business reach.
  • 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.
  • 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.
  • Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
  • Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.

Requirements

  • 7+ years of relevant experience in Treasury Payment Solutions
  • Must have leadership experience
  • Must have the ability to mentor and coach
  • Must have the ability to manage escalations
  • Bachelor’s degree required, Master’s degree preferred; Business Administration, Finance and Accounting preferred
  • Any other related discipline or commensurate work experience is considered
  • Advanced level of proficiency: Structuring Deals
  • Expert level of proficiency: Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, Quality Assurance, Auditing, Regulatory Compliance, Data Analysis, Reporting, Sales, CRM, Problem Solving, Collaboration
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Treasury ManagementCash ManagementPayment TechnologiesFinancial AnalysisRisk AssessmentQuality AssuranceAuditingRegulatory ComplianceData AnalysisSales
Soft Skills
LeadershipMentoringCoachingEscalation ManagementProblem SolvingCollaborationClient EngagementRelationship ManagementProcess OptimizationStrategic Advice