Strategic Treasury Advisor & Solutions Architect

BMO U.S.; Chicago (IL); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Chicago seeks a treasury management sales professional to generate leads and close deals on cash and payment solutions for corporate clients.

You will manage client engagements, coordinate implementations, ensure regulatory compliance, and collaborate with internal teams to tailor solutions that optimize working capital. The role emphasizes building long-term relationships with high-value clients and driving process improvements to enhance outcomes.

Qualifications

• 4–6 years of treasury management or risk management experience in a corporate or banking setting.
• Bachelor’s degree required; business/finance/accounting preferred.
• Technical proficiency gained through education and/or business experience.

Responsibilities

• Manage client sales inquiries related to product offerings, pricing, and implementation.
• Conduct sales discussions, introduce products, share industry insights, and foster proactive client engagement.
• Coordinate Client Management Process (CMP) to grow the client portfolio.
• Analyze trends in accounts to identify compliance risks and resolve issues.
• Ensure regulatory compliance and timely delivery of implementations.
• Build long-term relationships with high-value clients and provide strategic financial advice.

Skills

Treasury Management

Cash Management

Payment Technologies

Financial Analysis

Education

Bachelor's degree

Job description

BMO Financial Group in Chicago seeks a treasury management sales professional to generate leads and close deals on cash and payment solutions for corporate clients.

You will manage client engagements, coordinate implementations, ensure regulatory compliance, and collaborate with internal teams to tailor solutions that optimize working capital. The role emphasizes building long-term relationships with high-value clients and driving process improvements to enhance outcomes.