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Treasury & Payment Sales - Treasury Consultant

4 weeks ago

Kansas City, Missouri, United States BMO Financial Group Full time
Job Summary

We are seeking a highly skilled Treasury and Payment Sales Specialist to join our team at BMO Financial Group. As a key member of our sales team, you will be responsible for achieving sales and other targets established by business plans.

Key Responsibilities:

  • Develop and manage banking relationships, plans for prospective clients.
  • Acts as the prime subject matter expert for internal/external stakeholders.
  • Provides specialized consulting, analytical and technical support.
  • Monitors and tracks performance, and addresses any issues.
  • Ensures proper documentations for loans and cash management services.
  • Reviews loan applications and cash management service agreements for completeness and accuracy.
  • Evaluates and structures loan requests, determining appropriate documentation for Approved loans.
  • Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.
  • Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.
  • Follows up after closing to insure all documents are completed and filed.
  • Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.
  • Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.
  • Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.
  • Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.
  • Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
  • Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
  • Provides research and data gathering to sales team to facilitate solution to the clients/prospects business and needs.
  • Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
  • Maintains current client information on Bank system/files to ensure client history is accurate and complete.

Requirements:

  • Typically between 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.

Salary:

$65,000 - $121,100.00

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

To view more details of our benefits, please visit: