Senior Treasury & Payments Solutions Consultant

BMO U.S.; Milwaukee (WI); On-site; USD 85,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States seeks a seasoned sales and relationship leader to drive treasury management and payment solutions for new and existing clients, while ensuring regulatory compliance and timely implementation.

You will build strategic relationships, close complex deals, optimize processes, and deliver tailored solutions that improve working capital and client experiences across enterprise accounts.

Qualifications

• 7+ years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment is preferred.
• Commercial Banking experience is a nice to have
• Commercial Card knowledge or experience is a nice to have
• Treasury payment systems is a nice to have
• 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.

Responsibilities

• 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.
• 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.
• 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.

Skills

Structuring Deals

Treasury Management

Cash Management

Payment Technologies

Financial Analysis

Risk Assessment

Quality Assurance Auditing

Regulatory Compliance

Data Analysis Reporting

Sales CRM

Problem Solving

Collaboration

Education

Bachelor's degree

Master's degree preferred

Business Administration

Finance

Accounting

Job description

BMO Financial Group in the United States seeks a seasoned sales and relationship leader to drive treasury management and payment solutions for new and existing clients, while ensuring regulatory compliance and timely implementation.

You will build strategic relationships, close complex deals, optimize processes, and deliver tailored solutions that improve working capital and client experiences across enterprise accounts.