Senior Treasury Sales Consultant

Bank of Montreal•Chicago, IL

11d•Onsite

About The Position

The Senior Treasury Sales Consultant 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. This role monitors implementation activities to ensure alignment with timelines, provides tailored treasury management solutions, and optimizes sales processes through continuous improvements to enhance client experiences and business outcomes. The consultant manages sales processes, client engagement, and outcomes, leading business development efforts by building and nurturing strategic relationships with prospects and existing clients. They identify opportunities for cross-selling treasury and cash management solutions and leverage professional networks to expand business reach. The role involves leading complex deal closures with internal teams and stakeholders to ensure efficient execution aligned with organizational goals and compliance. It also includes evaluating potential vulnerabilities and managing risks within client portfolios, ensuring compliance with regulatory standards while aligning service levels with business objectives. The Senior Treasury Sales Consultant oversees client implementation activities for timely delivery, providing feedback for internal process refinement and improved client experiences. They serve as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency. Additionally, they represent the organization at industry forums and community events, utilizing market insights and trends to reinforce the Bank’s brand and identify new business opportunities. The role executes on strategic initiatives by coordinating cross-functional teams, ensuring alignment with business goals, operational excellence, and market-leading practices. They coordinate the management of databases, ensuring alignment and integration of data in adherence with data governance standards. The consultant champions process optimization by spearheading large-scale workflow improvements and integrating best practices across treasury and payment operations to enhance operational efficiency. They 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. The role analyzes client and industry data to inform customized client solution strategies, including optimizing working capital management. They work closely with internal teams and stakeholders to define products, solutions, and strategies that best fit clients’ needs and build advocacy and adoption of industry-leading NA TPS digital products & solutions. The consultant supports implementation activities, including documentation, pricing, and project timelines, ensuring timely delivery and continuous process improvements. They ensure adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. The role operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders, applying expertise and creative thinking to address unique or ambiguous situations and find solutions to complex, non-routine problems, and implements changes in response to shifting trends.

Requirements

7+ years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment is preferred.
Bachelor’s degree required, Master’s degree preferred; Business Administration, Finance and Accounting preferred.
Any other related discipline or commensurate work experience considered.
Seasoned professional with a combination of education, experience and industry knowledge.

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.
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.
Manages sales processes, client engagement and outcomes.
Leads business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross-selling treasury and cash management solutions, and leveraging professional networks to expand business reach.
Leads complex deal closures with internal teams and stakeholders to ensure efficient execution aligned with organizational goals and compliance.
Evaluates potential vulnerabilities and manages risks within client portfolios, ensuring compliance with regulatory standards while aligning service levels with business objectives.
Oversees client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
Serves as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency.
Represents the organization at industry forums and community events, utilizing market insights and trends to reinforce the Bank’s brand and identify new business opportunities.
Executes on strategic initiatives by coordinating cross-functional teams, ensuring alignment with business goals, operational excellence, and market-leading practices.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Champions process optimization by spearheading large-scale workflow improvements and integrating best practices across treasury and payment operations to enhance operational efficiency.
Builds and maintains 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.
Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.