Strategic Treasury Management Consultant

BMO; United States; On-site; USD 75,000 - 160,000; Full time

Job summary

BMO is seeking a seasoned treasury sales professional to apply consultative sales and relationship management practices, generate leads, close sales of treasury management and payment solutions for new and existing clients, and ensure regulatory compliance.

You will monitor implementation, tailor cash flow strategies, collaborate with internal teams, and build strong long-term relationships with high-value clients while driving process improvements and risk management.

Qualifications

• 5–7 years of relevant sales/treasury management experience in a corporate or banking environment.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Experience with treasury and cash management and regulatory compliance highly valued.

Responsibilities

• Apply consultative sales and relationship management to generate leads and close sales of treasury and payment solutions.
• Monitor implementation activities to ensure timelines and client satisfaction.
• Advise clients on specialized cash flow and liquidity management strategies.
• Coordinate deal closures with internal teams and external stakeholders to ensure compliant agreements.
• Build and maintain strong long-term relationships with high-value and strategic clients.

Skills

Deal structuring

People management

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

Business Administration

Finance and Accounting

Related discipline / commensurate experience

Job description

BMO is seeking a seasoned treasury sales professional to apply consultative sales and relationship management practices, generate leads, close sales of treasury management and payment solutions for new and existing clients, and ensure regulatory compliance.

You will monitor implementation, tailor cash flow strategies, collaborate with internal teams, and build strong long-term relationships with high-value clients while driving process improvements and risk management.