Treasury Consultant, Healthcare and Core CRE

About the role

TREASURY CONSULTANT, HEALTHCARE COMMERCIAL REAL ESTATE (HCRE) and CORE COMMERCIAL REAL ESTATE

Responsibilities

• 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.
• Maintains alignment with timelines during implementation activities.
• Provides tailored treasury management solutions and continuously improves sales processes to enhance client experiences and business outcomes.
• Manages sales processes, client engagement, and outcomes.
• Handles complex client inquiries, introduces innovative products, shares industry insights, and fosters proactive client engagement.
• Builds and leverages client relationships, cross-sells treasury solutions, and utilizes external networks to promote new business opportunities.
• Collaborates with internal teams, external stakeholders, and clients to finalize deals effectively and in compliance with organizational standards.
• Ensures accuracy of documentation for cash management services, reviews service agreements, and maintains compliance with internal policies and guidelines.
• Resolves discrepancies in client documentation and maturity reports, ensuring records are accurate and risks are mitigated efficiently.
• Monitors client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
• Serves as a subject matter expert to stakeholders, addressing treasury and payment-related challenges, and providing insights to improve processes and solutions.
• Advises clients on specialized cash flow and liquidity management strategies, offering tailored recommendations to enhance operational efficiency and financial planning.
• Attends industry forums and community events to enhance the Bank’s brand, stay updated on market trends, and leverage insights to support sales strategies.
• Serves as a strategic advisor to high-value and strategic clients, providing financial solutions and ensuring exceptional service and partnership.
• Analyzes client and industry data to inform customized client solution strategies, focusing on optimizing management of working capital.
• Works closely with internal teams and stakeholders to define products, solutions, and strategies that best fit clients’ needs.
• Supports implementation activities, including documentation, pricing, and project timelines, ensuring timely delivery and continuous process improvements.
• Maintains adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
• Works 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

See BMO’s Total Rewards for more details.

About Us

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.