Treasury Consultant, Healthcare and Core CRE

About the role

Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes.

Responsibilities

• Manage sales processes, client engagement and outcomes.
• Manage complex client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
• Conduct sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement.
• Promote new business opportunities by building client relationships, cross-selling treasury solutions, and leveraging external networks.
• Coordinate deal closures by collaborating with internal teams, external stakeholders, and clients to ensure agreements are finalized effectively and in compliance with organizational standards.
• Ensure the accuracy of documentation for cash management services, reviewing service agreements and maintaining compliance with internal policies and guidelines.
• Proactively resolve discrepancies in client documentation and maturity reports, ensuring records are accurate and risks are mitigated efficiently.
• Monitor client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
• Serve as a subject matter expert to stakeholders, addressing treasury and payment-related challenges, and providing insights to improve processes and solutions.
• Advise clients on specialized cash flow and liquidity management strategies, offering tailored recommendations to enhance operational efficiency and financial planning.
• Attend industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies.
• Build and maintain strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Analyze client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
• Work closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
• Build advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
• Support implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
• Ensure adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provide specialized consulting, analytical and technical support.
• Exercise judgment to identify, diagnose, and solve problems within given rules.
• Work independently and regularly handles non-routine situations.

Qualifications

• 5+ years of Treasury Management Sales experience, with a focus on commercial real estate related to senior living and skilled nursing facilities and core commercial real estate is preferred.
• Bachelor's degree in Business Administration, Finance and/or Accounting or equivalent combination of education & experience preferred.
• Deep knowledge and technical proficiency gained through extensive education and business experience.

Pay

$74,000.00 - $138,000.00 (Salaried)

Benefits

BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Total compensation may include performance-based incentives, discretionary bonuses, and other perks and rewards. For commission roles, the salary listed represents BMO Financial Group's expected target for the first year in this position. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.