Strategic Treasury Solutions Consultant

BMO U.S.; Los Angeles (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Financial Group is seeking a seasoned treasury management sales professional in Los Angeles to drive consultative sales and client relationships, ensuring compliance and timely implementation of solutions.

You will analyze client needs, present cash and liquidity solutions, and coordinate cross‑functional teams to optimize working capital while expanding the bank’s strategic client base.

Qualifications

• 4–6 years of relevant experience in treasury management, financial operations or risk management.
• Bachelor’s degree required; Business Administration, Finance and 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 new products and services, share industry insights.
• Oversee Client Management Process to grow the client portfolio.
• Monitor trends in overdrawn accounts to identify compliance risks.
• Coordinate client implementation activities and ensure alignment with timelines.
• Provide guidance on treasury management solutions to optimize cash flow.
• Build long-term relationships with high-value clients and provide strategic advice.

Skills

Treasury Management

Cash Management

Payment Technologies

Financial Analysis

Risk Assessment

Regulatory Compliance

Data Analysis Reporting

Problem Solving

Time Management

Detail-Oriented

Education

Bachelor's degree in Business Administration, Finance or Accounting

Job description

BMO Financial Group is seeking a seasoned treasury management sales professional in Los Angeles to drive consultative sales and client relationships, ensuring compliance and timely implementation of solutions.

You will analyze client needs, present cash and liquidity solutions, and coordinate cross‑functional teams to optimize working capital while expanding the bank’s strategic client base.