Senior Treasury Consultant, Public Sector Markets

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a Treasury Consultant to manage a portfolio of public sector clients, drive revenue growth, and deliver tailored treasury solutions. You will collaborate across internal teams to ensure client success and regulatory compliance.

The role emphasizes consultative selling, strategic account planning, and strong relationship management to expand TPS offerings and optimize client outcomes.

Qualifications

• Bachelor's degree in a related field.
• 8+ years of treasury management sales experience in banking or fintech.
• Strong analytical and data interpretation skills; proficiency with Excel and reporting tools.

Responsibilities

• Manage and grow a portfolio of public sector clients and achieve sales objectives.
• Collaborate with Relationship Managers to deepen existing customer relationships.
• Develop proposals, pricing strategies, and presentations for new opportunities.
• Regularly call on clients to conduct business reviews and provide insights on liquidity, payments, and risk mitigation.
• Analyze financial, company, and industry data to determine client needs for treasury solutions.

Skills

Relationship management

Consultative selling

Strategic account planning

Communication

Negotiation

Treasury products knowledge

Analytical skills

Education

Bachelor's degree

Master's degree preferred

Tools

Excel

Salesforce

Job description

BMO is seeking a Treasury Consultant to manage a portfolio of public sector clients, drive revenue growth, and deliver tailored treasury solutions. You will collaborate across internal teams to ensure client success and regulatory compliance.

The role emphasizes consultative selling, strategic account planning, and strong relationship management to expand TPS offerings and optimize client outcomes.