Strategic Treasury Solutions Advisor

BMO; San Francisco (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group’s Treasury & Payment Solutions team in the U.S. Commercial Bank is seeking a Treasury Advisor to partner with senior Treasury Consultants and deliver tailored treasury solutions to TPS clients and prospects.

You will blend client engagement, solution design, and collaboration with internal teams to drive growth and improve client experience. The role requires 4–6 years of banking/treasury experience, strong analytical skills, and proficiency with Excel and reporting tools.

Qualifications

• Bachelor’s degree required.
• 4–6 years of banking, fintech, or corporate treasury experience preferred.
• Proficiency with Excel and reporting tools.

Responsibilities

• Support development and presentation of treasury solutions for TPS clients.
• Assist with proposals, pricing, and pipeline management.
• Analyze financial, company, and industry data to determine client needs for treasury structuring.
• Collaborate with onboarding teams to ensure smooth implementation and service resolution.
• Maintain records and reporting on Salesforce with Treasury Consultant alignment.
• Attend industry events to enhance the Bank’s brand and inform sales strategies.

Skills

Analytical thinking

Treasury knowledge

Communication

Organizational skills

Education

Bachelor’s degree required

Business Administration, Finance and Accounting preferred

Tools

Excel

Reporting tools

Job description

BMO Financial Group’s Treasury & Payment Solutions team in the U.S. Commercial Bank is seeking a Treasury Advisor to partner with senior Treasury Consultants and deliver tailored treasury solutions to TPS clients and prospects.

You will blend client engagement, solution design, and collaboration with internal teams to drive growth and improve client experience. The role requires 4–6 years of banking/treasury experience, strong analytical skills, and proficiency with Excel and reporting tools.