BMO U.S. · 2 days ago
Treasury Advisor Team Lead
Dallas, TX
Full-time
Onsite
Mid, Senior Level
$74K/yr - $138K/yr
4+ years expBMO U.S. is committed to creating lasting, positive change for customers, communities, and employees. They are seeking a Treasury Advisor Team Lead to mentor and support a team of Treasury sales advisors, set sales targets, monitor performance, and ensure customer satisfaction.
Banking
Responsibilities
Lead & Mentor Team:
Train and onboard new Treasury sales advisors, guiding them on best practices and sales processes
Coach and regularly support advisors to elevate their sales skills and close rates
Serve as an escalation point for customer issues and staff questions
Target Setting & Performance Monitoring
Collaborate to set individual and team sales targets, quotas, and action plans
Monitor key sales metrics, review performance, and implement corrective strategies
Prepare and submit weekly/monthly updates to management
Customer Satisfaction & Problem Resolution
Handle escalated customer feedback and ensure prompt resolution
Partner directly with Client Service and Implementation leaders to foster cross-team collaboration
Coach advisors in delivering outstanding customer experience
Operational Management
Support administrative tasks: reporting, scheduling, and sales documentation
Manage staffing adjustments, coordination with HR, and oversee discipline/compliance
Qualification
Required
4 – 6 years of relevant experience in people management, treasury management, financial operations or risk management in a corporate or banking environment is preferred
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience is considered
Technical proficiency gained through education and/or business experience
Advanced level of proficiency in Treasury Management
Advanced level of proficiency in Team Management
Advanced level of proficiency in Payment Technologies
Advanced level of proficiency in Financial Analysis
Advanced level of proficiency in Risk Assessment
Advanced level of proficiency in Quality Assurance Auditing
Advanced level of proficiency in Regulatory Compliance
Advanced level of proficiency in Data Analysis Reporting
Advanced level of proficiency in Problem Solving
Advanced level of proficiency in Time Management
Advanced level of proficiency in Detail-Oriented
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
Company data provided by crunchbase