Treasury Advisor Team Lead

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Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management risk management and compliance within prescribed limits to maximize effectiveness and efficiency. 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.

• Fosters a culture aligned to BMO purpose values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMOs purpose sets inspirational goals defines clear expected outcomes and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts retains and enables the career development of top talent.
• Improves team performance recognizes and rewards performance coaches employees supports their development and manages poor performance.
• Develops new business by contacting prospects and clients and by crossselling Bank products and services that include credit trust/investment and cash management. Participates and provides leadership in Bank and community activities to increase Banks brand visibility and to enhance new business opportunities.
• Applies deep expertise in bank products processes and systems and effectively trouble shooting to ensure a highquality client experience.
• Maintains existing relationships to achieve portfolio retention sales service and profitability objectives.
• Thorough knowledge of sales cycle from initial prospecting through closing allowing for development of business.
• Serves as a player/coach maintaining a portfolio of clients while managing a small team of TAs.
• Active participation in client reviews and ability to identify and pitch products and services needed.
• Sales target for assigned portfolio.
• Leads process improvement initiatives.
• Serves as a daily escalation resource to ensure client expectations are met or exceeded.
• Proven ability to mine assigned portfolio for additional deposits and revenue generating opportunities.
• Follows up after completion of implementations to ensure services have been implemented properly and pricing is accurate.
• Proven growth via active involvement in industry education and/or industry certifications.
• May advise business clients on cash management/deposits solutions.
• Advises clients where possible on business management and other financial matters.
• Develops and manages banking relationships plans for prospective clients.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Provides oversight monitoring and reporting specific to assigned business group for regulatory remediation.
• Responsible for formal coaching and mentoring to Treasury Advisors with less experience.
• Monitors and tracks performance and addresses any issues.
• Acts as the daily sales contact for the client for sales related questions such as product information pricing implementation timeframes and requirements.
• Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process including completing all necessary documentation.
• Provides assistance to the team in presales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.
• Tracks implementation requests to keep the process on track with timelines ensures accurate billing to clients.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles precall and post call information packages by accessing internal systems and bank personnel to validate client holdings pricing and volumes.
• Provides research and data gathering to sales team to facilitate solution to the clients/prospects business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Focus is primarily on business/group within BMO; may have broader enterprisewide focus.
• Provides specialized consulting analytical and technical support.
• Exercises judgment to identify diagnose and solve problems within given rules.
• Works independently and regularly handles nonroutine situations.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 5 7 years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills Indepth.
• Collaboration & team skills Indepth.
• Analytical and problem solving skills Indepth.
• Influence skills Indepth.
• Data driven decision making Indepth.

Salary:

Pay Type:

The above represents BMO Financial Groups 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 parttime roles will be prorated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performancebased incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us

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. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From indepth training and coaching to manager support and networkbuilding opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at 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 email to 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.