Overview
Specialty Industries TC Team Lead Jobs in Chicago, USA at BMO Financial Group
** Qualifications*
* + Bachelor’s degree required; advanced degree or CTP certification preferred.
+ 8+ years of experience in banking, treasury, or financial services, including 3+ years in a leadership or senior advisory/sales role.
+ Demonstrated expertise in consultative selling, with the ability to uncover client needs, translate complex financial challenges into actionable solutions, and guide clients through treasury transformation initiatives.
+ Strong client‑side understanding, including familiarity with corporate treasury workflows, payables/receivables processes, liquidity management practices, treasury technology, and the operational realities clients face in their treasury environments.
+ Deep knowledge of treasury products (e.g., liquidity solutions, payment optimization, fraud mitigation, receivables automation) and the ability to articulate their strategic and financial impact.
+ Proven ability to lead high‑performing teams, manage competing priorities, and drive both individual and collective revenue results in a fast‑paced environment.
+ Strong analytical and communication skills, with the ability to synthesize complex information, influence senior stakeholders, and present clearly to clients and internal partners.
+ High operational discipline, with a strong commitment to accuracy, risk awareness, and compliance rigor in all sales and client‑facing activities.
+ Ability to collaborate effectively across cross‑functional teams, including Relationship Management, Product, Implementation, Operations, and Risk.
** About the Team:*
* The Treasury and Payment Solutions (TPS) Sales organization within BMO’s U.S. Commercial Bank delivers cash management, card solutions, merchant services, and deposit products to clients across diverse industries. The Specialty Groups Sales team focuses on tailored solutions for key verticals such as Institutional Markets, Multinational corporations, and Sponsor Finance & Funds.
** Role Overview:*
* As a
** Treasury Consultant Team Lead** , you will lead and develop a team of treasury consultants responsible for driving revenue growth, deepening client relationships, and advancing BMO’s Treasury & Payment Solutions (TPS) strategic objectives. This role requires a strong sales‑leadership mindset, deep treasury expertise, and the ability to guide high‑performing consultants in delivering proactive, consultative solutions to commercial and corporate clients.
You will be accountable for:
** Providing strategic leadership, performance management, and coaching
** to a team of Treasury Consultants, ensuring excellence in sales execution, product expertise, and client engagement.
** Bringing treasury expertise, and client consultation support
** to your team for client discovery and solutioning efforts and proactive client and prospect outreach. This also includes working with your team to develop industry-specific collateral and thought leadership deepen client dialogues.
** Driving operational discipline
** within the TPS ecosystem by ensuring accurate, timely completion of client deliverables, proposals, pricing structures, and onboarding activities while maintaining a strong risk‑management culture.
** Aligning with RM partners
** on growing the TPS business within their book through strategic account planning that increases net new names to the bank, improves treasury cross-sell penetration, and deepening our treasury relationships across the portfolio. Work within the BMO TPS ecosystem to help your team complete necessary client deliverables and tasks with the right level of urgency, a focus on client satisfaction and adherence to risk and compliance standards.
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* Key Responsibilities:
*
* +
** Strategic Leadership & Team Management*
* + Lead, mentor, and develop a team of high‑performing Treasury Consultants, ensuring strong sales execution, advanced product knowledge, and exceptional client engagement.
+ Provide consistent performance management through coaching, goal setting, deal reviews, and talent development activities.
+ Foster a culture of accountability, collaboration, and continuous improvement across the team.
+
** Treasury Expertise & Client Consultation*
* +…
Title: Specialty Industries TC Team Lead
Company: BMO Financial Group
Location: Chicago, USA
Category:
