Treasury Management Sales Associate

Use consultative sales and treasury management expertise to generate leads, close solutions sales, and manage client relationships for BMO Financial Group.

This Sales Associate role supports new and existing clients with treasury management and payment solutions. You will manage sales processes, guide customized cash flow strategies, and maintain regulatory compliance. The work includes client engagement, implementation coordination, and continuous process improvement.

Key Responsibilities:

• Generate leads and close treasury management solution sales
• Manage inquiries about offerings, pricing, and implementation
• Build relationships and drive client acquisition strategies
• Coordinate implementation activities, documentation, pricing, and timelines
• Provide guidance on cash flow and liquidity management

Requirements:

• Four to six years of relevant experience preferred
• Experience in treasury management, financial operations, or risk management
• Bachelor’s degree required; relevant disciplines preferred
• Technical proficiency gained through education or business experience
• Advanced treasury management and cash management proficiency

Apply treasury management, consultative sales, and relationship management skills to support BMO clients and business outcomes.