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Treasury Consultant at BMO - ApplyBlast

Treasury Consultant

BMO

5 months ago

3.6 on Glassdoor

Chicago, IL

Onsite

Full Time

Senior

0 applicants

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About this role

This Sales Manager role applies consultative practices to generate leads and close sales for treasury management and payment solutions within BMO Financial Group. Responsibilities include managing complex client inquiries, coordinating deal closures, and ensuring regulatory compliance for cash management services. The position involves building long-term relationships with strategic clients while optimizing sales processes and providing specialized analytical support.

Responsibilities

Generate leads and close sales of treasury management solutions for new and existing clients
Manage complex client sales inquiries related to product offerings and pricing
Coordinate deal closures by collaborating with internal teams and external stakeholders
Ensure accuracy of documentation for cash management services and maintain compliance
Build and maintain strong long-term relationships with high-value strategic clients

Skills

Qualifications

Bachelor's Degree in Business Administration, Finance, or Accounting5 – 7 years experience in Sales and Treasury ManagementCommercial Banking ExperienceTreasury and Payment Solution Product KnowledgeClient Portfolio Management Experience

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.