TPS Treasury Advisor CADP - Chicago, IL (NewGrad)

Bank of Montreal • Chicago, IL

3d • $45,000 - $83,000

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. Responds to client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. Initiates sales calls , presenting products, sharing industry updates, and maintaining proactive client communication. Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. Identifies issues in overdrawn accounts, escalating per established guidelines to ensure compliance and minimize risks. Assists in resolving document discrepancies and reviewing maturity reports, ensuring that all details are accurate and issues are addressed. Supports tracking and managing client requests, ensuring implementation activities are aligned with timelines and outcomes. Applies treasury management product knowledge to assist clients with tailored solutions, ensuring the optimization of cash flow, liquidity management, and overall treasury operations. 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. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed.

Requirements

• 3 – 5 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Any other related discipline or commensurate work experience considered.
• Specialized knowledge from education and/or business experience.
• Intermediate level of proficiency: Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Problem Solving Time Management Detail-Oriented

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.
• Responds to client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
• Initiates sales calls , presenting products, sharing industry updates, and maintaining proactive client communication.
• Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio.
• Identifies issues in overdrawn accounts, escalating per established guidelines to ensure compliance and minimize risks.
• Assists in resolving document discrepancies and reviewing maturity reports, ensuring that all details are accurate and issues are addressed.
• Supports tracking and managing client requests, ensuring implementation activities are aligned with timelines and outcomes.
• Applies treasury management product knowledge to assist clients with tailored solutions, ensuring the optimization of cash flow, liquidity management, and overall treasury operations.
• 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.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Benefits

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees