Sr. Treasury Payment Sales Consultant

BMO•San Ramon, CA

1d•Onsite

About The Position

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. 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. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk-informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Requirements

7+ years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment is preferred.
Must have Treasury Products and Service experience
Must have financial sales experience
Bachelor’s degree required
Seasoned professional with a combination of education, experience and industry knowledge.
Advanced level of proficiency: Structuring Deals
Expert level of proficiency: Treasury Management
Expert level of proficiency: Cash Management
Expert level of proficiency: Payment Technologies
Expert level of proficiency: Financial Analysis
Expert level of proficiency: Risk Assessment
Expert level of proficiency: Quality Assurance
Expert level of proficiency: Auditing
Expert level of proficiency: Regulatory Compliance
Expert level of proficiency: Data Analysis
Expert level of proficiency: Reporting
Expert level of proficiency: Sales
Expert level of proficiency: CRM
Expert level of proficiency: Problem Solving
Expert level of proficiency: Collaboration

Nice To Haves

CTP Certification
Master’s degree preferred; Business Administration, Finance and Accounting preferred.
Any other related discipline or commensurate work experience is considered (for Bachelor's degree).

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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk-informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.