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Lead Treasury Specialist

2 months ago

Tampa, Florida, United States BMO Financial Group Full time

Role Overview: The Senior Treasury Consultant is responsible for achieving established sales and operational objectives as outlined in the business strategy. This role continuously evaluates and enhances work processes related to sales management, risk oversight, and compliance to ensure optimal effectiveness and efficiency.

Key Responsibilities:

  • Support sales initiatives through the preparation of presentations, proposals, and information requests.
  • Build and maintain a robust external network to identify new investment and lending opportunities.
  • Strengthen existing client relationships to meet retention, sales, service, and profitability goals.
  • Enhance the organization's brand by engaging in significant business and community activities.
  • Participate in industry events and forums to stay informed about market trends and competitive insights.
  • Provide expert knowledge on market conditions to maintain a high level of situational awareness.
  • Oversee the implementation of cash management products and financial transaction setups.
  • Ensure comprehensive training for team members to maintain high service standards.
  • Act as the primary sales contact for clients, addressing inquiries related to products, pricing, and implementation timelines.
  • Gather detailed information from clients to facilitate the sales process, ensuring all necessary documentation is completed.
  • Assist the sales team with pre-sales activities, including pitch preparation and client research.
  • Monitor implementation requests to ensure adherence to timelines and accurate client billing.
  • Analyze internal reports and suggest enhancements to sales support materials based on findings.
  • Compile pre-call and post-call information packages by accessing internal systems to verify client data.
  • Conduct research and data collection to support the sales team in addressing client needs.
  • Facilitate seamless sales and service administration to identify and capitalize on opportunities.
  • Maintain accurate and complete client information within the bank's systems.
  • Focus primarily on business/group within BMO, with potential enterprise-wide responsibilities.
  • Utilize judgment to identify, diagnose, and resolve issues within established guidelines.
  • Work independently on a variety of complex tasks, including unique situations.
  • Additional responsibilities may be assigned as necessary.

Qualifications:

  • Typically requires 4 to 6 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience.
  • Technical proficiency acquired through education and/or professional experience.
  • Exceptional verbal and written communication skills.
  • Strong collaboration and teamwork abilities.
  • Advanced analytical and problem-solving skills.
  • Influence and negotiation skills.
  • Data-driven decision-making capabilities.

Compensation:

The salary for this position is $93,600.00, with a salaried pay structure. Compensation may vary based on factors such as location, skills, experience, education, and qualifications. Performance-based incentives and discretionary bonuses may also be included in the total compensation package.

About BMO Financial Group:

BMO is committed to fostering a workplace that is inclusive, equitable, and accessible. We believe that by learning from each other's differences, we strengthen our organization. BMO is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to any characteristic protected by law. Accommodations are available upon request for candidates participating in the selection process.