Strategic Treasury Solutions Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in Indianapolis seeks a treasury solutions specialist to apply consultative sales and relationship management practices, generating leads and closing sales of treasury management and payment solutions for new and existing clients.

You will monitor implementations, tailor solutions, and coordinate with internal teams to ensure timelines, accuracy, and compliance while enhancing client experiences and liquidity management.

Qualifications

• 4–6 years of treasury management, financial operations or risk management experience in corporate or banking environments.
• Bachelor’s degree required; related disciplines 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 innovative products, and foster client engagement.
• Analyze trends in accounts to identify compliance risks and escalate as needed.
• Coordinate client implementation activities to meet timelines and outcomes.
• Build and maintain relationships with high-value clients and provide strategic financial advice.
• Ensure adherence to regulatory requirements and internal controls.

Skills

Treasury Management

Cash Management

Payment Technologies

Financial Analysis

Regulatory Compliance

Data Analysis

Education

Bachelor’s degree (Business Administration, Finance or Accounting)

Job description

BMO Financial Group in Indianapolis seeks a treasury solutions specialist to apply consultative sales and relationship management practices, generating leads and closing sales of treasury management and payment solutions for new and existing clients.

You will monitor implementations, tailor solutions, and coordinate with internal teams to ensure timelines, accuracy, and compliance while enhancing client experiences and liquidity management.