Senior Treasury Solutions Architect

BMO U.S.; United States; 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 Financial Group in the United States seeks a senior sales professional to drive treasury management and payment solutions for corporate clients. You will apply consultative sales, manage client engagements, and coordinate cross-functional teams to close complex deals.

The role emphasizes risk and regulatory compliance, data-driven client solutions, and ongoing process improvements to enhance experiences and outcomes.

Qualifications

• 7+ 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.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Advanced level of proficiency: Structuring Deals
• Expert level of proficiency: Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, Quality Assurance, Auditing, Regulatory Compliance, Data Analysis, Reporting, Sales CRM, Problem Solving, Collaboration

Responsibilities

• Applies consultative sales and relationship management to generate leads and close sales of treasury management and payment solutions.
• Leads business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying cross-selling opportunities.
• Manages sales processes, client engagement and outcomes.
• Ensures regulatory compliance and manages risk within client portfolios.
• Oversees client implementation activities to ensure timely delivery and feedback for process improvements.

Skills

Sales experience

Relationship management

Treasury management

Regulatory compliance

Financial analysis

Education

Bachelor’s degree

Master’s degree

Tools

CRM software

Job description

BMO Financial Group in the United States seeks a senior sales professional to drive treasury management and payment solutions for corporate clients. You will apply consultative sales, manage client engagements, and coordinate cross-functional teams to close complex deals.

The role emphasizes risk and regulatory compliance, data-driven client solutions, and ongoing process improvements to enhance experiences and outcomes.