Treasury Management Sales Associate

Drive treasury management sales through consultative selling, relationship management, and tailored payment solutions at 105 rue St-Jacques O.

As a Sales Associate within Commercial Sales & Service, you will generate leads, close sales, and manage client engagement. You will support treasury management implementations, payment solutions, regulatory compliance, and continuous sales process improvements. The work includes advising clients, analyzing data, and coordinating internal stakeholders.

Key Responsibilities:

• Generate leads and close treasury management and payment solution sales
• Build relationships with strategic and high-value banking clients
• Coordinate implementation activities, documentation, pricing, and timelines
• Analyze trends, client data, and working capital needs
• Ensure regulatory compliance and resolve document exceptions

Requirements:

• Four to six years of relevant treasury management experience preferred
• Experience in financial operations or risk management preferred
• Bachelor's degree required, preferably in business, finance, or accounting
• Advanced treasury management, cash management, and payment technologies proficiency
• Advanced financial analysis, risk assessment, and regulatory compliance proficiency

Apply treasury management, payment technology, and relationship management expertise to grow client solutions within BMO.