Public Sector Treasury Consultant - Strategic Solutions

BMO Harris Bank; Sacramento (CA); On-site; USD 100,000 - 220,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability insurance

Life insurance

Retirement savings plans

Job summary

BMO Harris Bank is seeking a Treasury Consultant to manage a portfolio of public sector clients, driving revenue growth and delivering tailor-made treasury solutions from its Sacramento area base.

The role requires strategic relationship management, consultative selling, and collaboration with internal teams to ensure exceptional client experiences. It emphasizes adherence to regulatory standards and continuous process improvements.

Qualifications

• Bachelor's degree required; Master's preferred.
• Strong analytical and data interpretation skills; proficiency with Excel and reporting tools.
• Excellent communication, negotiation, and organizational skills.
• Proven ability to manage complex client relationships and deliver consultative solutions.
• CTP preferred; deep knowledge of treasury products, payment systems, and cash management strategies.

Responsibilities

• Manage and grow a portfolio of public sector clients by identifying treasury needs and delivering tailored solutions.
• Partner with Relationship Managers to deepen existing customer relationships and convert prospects.
• Develop proposals, pricing strategies, and presentations to support new business opportunities.
• Regularly call on clients to conduct business reviews, address issues, and provide insights on liquidity management and risk mitigation.

Skills

Analytical

Communication

Relationship management

Consultative selling

Education

Bachelor's degree required

Master's degree preferred

Tools

Excel

Reporting tools

Job description

BMO Harris Bank is seeking a Treasury Consultant to manage a portfolio of public sector clients, driving revenue growth and delivering tailor-made treasury solutions from its Sacramento area base.

The role requires strategic relationship management, consultative selling, and collaboration with internal teams to ensure exceptional client experiences. It emphasizes adherence to regulatory standards and continuous process improvements.