Treasury Advisor Team Lead
About The Position
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. 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 [email protected] and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Requirements
- 4 – 6 years of relevant experience in people management, 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 is considered.
- Technical proficiency gained through education and/or business experience.
- Advanced level of proficiency: Treasury Management Team Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Problem Solving Time Management Detail-Oriented
Responsibilities
- Lead & Mentor Team: Train and onboard new Treasury sales advisors, guiding them on best practices and sales processes.
- Coach and regularly support advisors to elevate their sales skills and close rates.
- Serve as an escalation point for customer issues and staff questions.
- Collaborate to set individual and team sales targets, quotas, and action plans.
- Monitor key sales metrics, review performance, and implement corrective strategies.
- Prepare and submit weekly/monthly updates to management.
- Handle escalated customer feedback and ensure prompt resolution.
- Partner directly with Client Service and Implementation leaders to foster cross-team collaboration.
- Coach advisors in delivering outstanding customer experience.
- Support administrative tasks: reporting, scheduling, and sales documentation.
- Manage staffing adjustments, coordination with HR, and oversee discipline/compliance.
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
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
5,001-10,000 employees
