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

Retirement savings plans

Job summary

BMO Financial Group is seeking a treasury management sales professional in Los Angeles, CA, to drive consultative sales, manage client relationships, and guide implementation of cash and payment solutions. The role emphasizes regulatory compliance, risk controls, and continuous process improvements to optimize client outcomes.

Experience in treasury and cash management is highly valued. The position requires building long-term relationships with high-value clients, analyzing data to tailor

Qualifications

• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Technical proficiency gained through education and/or business experience.

Responsibilities

• Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients.
• Monitors implementation activities to ensure alignment with timelines.
• Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes.
• Manages sales processes, client engagement and outcomes.
• Builds and maintains strong long-term relationships with high-value clients and provides strategic financial solutions and exceptional service.

Skills

Treasury Management

Cash Management

Payment Technologies

Financial Analysis

Risk Assessment

Quality Assurance Auditing

Regulatory Compliance

Data Analysis Reporting

Problem Solving

Time Management

Detail-Oriented

Education

Bachelor's degree in Business/Finance/Accounting

Job description

BMO Financial Group is seeking a treasury management sales professional in Los Angeles, CA, to drive consultative sales, manage client relationships, and guide implementation of cash and payment solutions. The role emphasizes regulatory compliance, risk controls, and continuous process improvements to optimize client outcomes.

Experience in treasury and cash management is highly valued. The position requires building long-term relationships with high-value clients, analyzing data to tailor