Elevate your career with BMO Financial Group as a Treasury Management Advisor, where client relationship building and treasury solutions take center stage. Utilize your sales acumen to drive effective payment solutions and compliance to foster client satisfaction.
In this role, you will be instrumental in analyzing client needs and refining acquisition strategies for treasury management services. Your proactive approach will help you engage with clients and align implementation activities with their timelines and goals. Driving sales while ensuring compliance will be key to your success.
Key Responsibilities:
• Address client inquiries about products and pricing
• Maintain proactive communication with clients
• Analyze client needs to improve acquisition strategies
• Resolve document discrepancies promptly
• Offer tailored treasury management solutions
Requirements:
• 3-5 years in treasury management or risk management
• Bachelor’s degree in Finance or rel...