Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes.

Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.

Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement.

Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio.

Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives.

Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes.

Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management.

Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.

Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.

Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.

Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.

Supports implementation activities, including documentation, pricing,



and project timelines ensuring timely delivery and continuous process improvements.

Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.

Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

4 – 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred.

- Bachelor’s degree required; Any other related discipline or commensurate work experience considered.
- Technical proficiency gained through education and/or business experience.

Financial Analysis

Risk Assessment

Quality Assurance Auditing

Regulatory Compliance

Data Analysis Reporting

Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. 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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. It calls on us to create lasting, positive change for our customers, our communities and our people. 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 recent 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.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

📌 Sales Associates Part Time (Montreal)
🏢 BMO
📍 Montreal