Strategic Treasury Solutions Consultant

BMO; California; On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group in the United States seeks a Treasury Advisor to partner with senior Treasury Consultants to deliver treasury solutions for TPS clients in California. You will engage clients, design solutions, and collaborate with internal teams to drive growth and improve the client experience.

Responsibilities include supporting treasury solution presentations, assisting with proposals and pricing, and ensuring regulatory compliance while managing implementation timelines and reporting in

Qualifications

• Bachelor’s degree required.
• 4–6 years of experience in banking, fintech, or corporate treasury.
• Advanced proficiency in treasury products and data interpretation.
• Excellent communication and organizational skills; ability to manage multiple priorities.

Responsibilities

• Support development and presentation of treasury solutions for TPS clients.
• Assist with sales activities including proposals, pricing, and pipeline management.
• Analyze financial, company, and industry data to tailor treasury products for clients.
• Collaborate with Service and Onboarding teams to ensure smooth client implementation and resolution.
• Maintain records and reporting in Salesforce alongside Treasury Consultant.
• Attend industry forums to stay updated on market trends and support sales strategies.
• Ensure regulatory compliance and risk controls are maintained.

Skills

Treasury Management

Cash Management

Payment Technologies

Financial Analysis

Regulatory Compliance

Education

Bachelor's degree

Tools

Excel

Job description

BMO Financial Group in the United States seeks a Treasury Advisor to partner with senior Treasury Consultants to deliver treasury solutions for TPS clients in California. You will engage clients, design solutions, and collaborate with internal teams to drive growth and improve the client experience.

Responsibilities include supporting treasury solution presentations, assisting with proposals and pricing, and ensuring regulatory compliance while managing implementation timelines and reporting in