Director, Senior Treasury Consultant

BMO; Miami (FL); On-site; USD 85,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO is seeking a Director, Sr. Treasury Sales Consultant to drive consultative sales and strategic relationships for treasury management and payment solutions in a regulated environment in the United States.

This role emphasizes client engagement, governance, and cross-functional collaboration to deliver outcomes. You will lead complex deals, oversee implementations, and champion process improvements while representing the bank at industry forums to identify new opportunities and strengthen the

Qualifications

• 10+ years in sales and treasury management, financial operations, or risk management.
• Bachelor’s degree required; Master’s degree preferred (Business Administration, Finance or Accounting).
• Industry experience in corporate banking is advantageous.
• Experienced professional with education, experience and industry knowledge.

Responsibilities

• Lead complex deal closures with internal teams and ensure compliant execution.
• Evaluate risks within client portfolios and ensure regulatory compliance.
• Oversee client implementations to ensure timely delivery and feedback.
• Provide innovative treasury solutions to enhance client and internal efficiency.
• Represent BMO at industry events and develop new business opportunities.
• Coordinate cross-functional teams to align with business goals.
• Manage databases and ensure data governance alignment.
• Champion process improvements across treasury and payment operations.
• Build long-term relationships with high-value clients and offer strategic advice.
• Analyze client data to tailor treasury solutions and optimize working capital.
• Collaborate with teams to define products and strategies for clients.
• Promote adoption of NA TPS digital products and solutions.

Skills

Treasury sales

Relationship management

Regulatory compliance

Business development

Cross-functional collaboration

Education

Bachelor's degree

Master's degree preferred

Job description

Application Deadline: 12/30/2026 Address: 2915 Biscayne Blvd Job Family Group: Commercial Sales & Service DIRECTOR, SR. TREASURY SALES CONSULTANT 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. Keys to success: Leads business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross-selling treasury and cash management solutions, and leveraging professional networks to expand business reach. Represents BMO at local business organizations such as chambers of commerce, Economic Development Corporations (EDCs), etc. Work with existing Centers of Influence (COIs) and create new ones; leverage your network to self-source business opportunities.

Duties & Responsibilities

• Leads complex deal closures with internal teams and stakeholders to ensure efficient execution aligned with organizational goals and compliance.
• Evaluates potential vulnerabilities and manages risks within client portfolios, ensuring compliance with regulatory standards while aligning service levels with business objectives.
• Oversees client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
• Serves as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency.
• Represents the organization at industry forums and community events, utilizing market insights and trends to reinforce the Bank’s brand and identify new business opportunities.
• Executes on strategic initiatives by coordinating cross-functional teams, ensuring alignment with business goals, operational excellence, and market-leading practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Champions process optimization by spearheading large-scale workflow improvements and integrating best practices across treasury and payment operations to enhance operational efficiency.
• 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.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• 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.

Qualifications

• 10+ years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment is preferred.
• Bachelor’s degree required, Master’s degree preferred; Business Administration, Finance and Accounting preferred.
• Any other related discipline or commensurate work experience considered.
• Seasoned professional with a combination of education, experience and industry knowledge.

Salary: $85,000.00 - $180,000.00 Pay Type: Salaried The 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, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

About 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. We’ll support you with the tools and resources you need to reach new 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. To find out more visit us at http://jobs.bmo.com/us/en

BMO 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 e‑mail to [e-mail] and let us know the nature of your request and your contact information.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are

We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.