Senior Treasury Consultant - Treasury and Payment Sales

Company: Bank of Montreal
Location: Newport Beach
Posted on: November 13, 2024

Job Description:

Senior Treasury Consultant - Treasury and Payment SalesApplyLocations: Newport Beach, CA, USA; Sacramento, CA, USATime Type: Full timePosted on: Posted 3 Days AgoJob Requisition ID: R240027115Application Deadline: 11/28/2024Address: 4400 MacArthur Blvd.Job Family Group: Commercial Sales & ServiceWe are excited to share that we are expanding our Institutional Market West TPS team and have a fantastic new opening for a Treasury Consultant based in our Newport office. This role presents an incredible opportunity to collaborate with some of our largest government entities in Southern California and the southwest partnering states. Government banking experience preferred and travel required (30%).Responsibilities:

• Achieves sales and other targets established by business plans.
• Continuously assesses and improves work processes for sales and service management, risk management, and compliance within prescribed limits.
• Optimizes opportunities through deal teams and sales calls, maximizing business success.
• Influences the strategic direction of the line of business assisting with the development, prioritization, and implementation of business, technology, sales and service, channel optimization, and enhanced customer experience.
• Leads and executes business development plans to ensure business goals are achieved or exceeded.
• Delivers reliable activities in instituting cross-selling initiatives to clients across all areas of the firm.
• Provides deal structuring expertise and additional expertise as needed.
• Identifies issues, gaps, and process improvements through open communication.
• Collaborates to generate ideas, identify client solutions, and deliver timely solutions.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives.
• Acts as a subject matter expert on relevant regulations and policies.
• Develops the business case by identifying needs, analyzing potential options, and assessing expected return on investment.
• Recommends business priorities and advises on resource requirements.
• Advises on sales strategy based on a deep understanding of the market and client needs.
• Coordinates the management of databases and ensures alignment with data governance standards.
• Leads change management programs of varying scope and type.
• Manages the risk of the assigned complex portfolio in a timely and precise manner.
• Maintains accurate documentation and ensures adherence to prescribed policies.
• Acts as the daily sales contact for the client for sales-related questions.
• Provides assistance to the team in pre-sales, such as pitch preparation and client research.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks internal reports and recommends improvements to sales support materials.
• Compiles pre-call and post-call information packages.
• Provides research and data gathering to sales team to facilitate solutions.
• Assists with sales and service administration and processing.
• Maintains current client information on Bank system/files.
• Operates at a group/enterprise-wide level and serves as a specialist resource.
• Applies expertise and thinks creatively to address complex situations.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.Qualifications:
  • Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Seasoned professional with a combination of education, experience, and industry knowledge.
  • Verbal & written communication skills - In-depth / Expert.
  • Analytical and problem-solving skills - In-depth / Expert.
  • Influence skills - In-depth / Expert.
  • Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
  • Able to manage ambiguity.
  • Data-driven decision making - In-depth / Expert.Salary: $110,000.00 - $204,100.00Pay Type: SalariedThe 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.We're here to helpAt 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.BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer.
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Keywords: Bank of Montreal, West Covina , Senior Treasury Consultant - Treasury and Payment Sales, Accounting, Auditing , Newport Beach, California