As a Treasury Advisor, you will partner with senior sales professionals (Treasury Consultants) to deliver treasury solutions to US Commercial Bank TPS clients and prospects.
$65,000.00 - $140,000.00
Pay Type:
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.
- Support development and presentation of treasury solutions for TPS clients.
- Assist with sales activities including proposals, pricing, and pipeline management.
- Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank's Treasury products and services
- Collaborate with Service and Onboarding teams to ensure smooth client implementation experience and service resolution.
- Maintain accurate records and reporting to track performance and client activity on Salesforce alongside aligned Treasury Consultant.
- Bachelor's degree
- Nice to have: fintech
- Nice to have: corporate treasury
- Nice to have: business administration
- Nice to have: finance
- health insurance
- tuition reimbursement
- accident and life insurance
- retirement savings plans
Sales Associate TPSBank of Montreal · Montreal, Canada