Strategic Treasury Solutions Consultant

Bank of Montreal; Tempe (AZ); 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

Bank of Montreal in Tempe, AZ seeks an experienced treasury management sales professional to drive new and existing client relationships. You will consult on cash management, payment solutions, and liquidity strategies while ensuring regulatory compliance and timely implementations.

The role focuses on building long-term partnerships, providing strategic financial solutions, and collaborating with internal teams to optimize client outcomes and sales processes.

Qualifications

• Bachelor's degree required; Business Administration, Finance and Accounting preferred.
• Technical proficiency gained through education and/or business experience.
• Advanced level of proficiency: Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, Quality Assurance, Auditing, Regulatory Compliance, Data Analysis, Reporting, Problem Solving, Time Management, Detail-Oriented

Responsibilities

• Generates leads and closes sales of treasury management and payment solutions for new and existing clients.
• Ensures regulatory compliance and monitors implementation activities to align with timelines.
• Provides tailored treasury management solutions and improves sales processes for better client experiences.
• Manages client engagement, inquiries, pricing, and implementation to drive acquisition and growth.
• Analyses trends and coordinates with internal teams to define products and strategies for client needs.
• Supports CMP by identifying client needs, building relationships, and driving risk-aware growth.

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

Business Administration

Finance and Accounting

Job description

Bank of Montreal in Tempe, AZ seeks an experienced treasury management sales professional to drive new and existing client relationships. You will consult on cash management, payment solutions, and liquidity strategies while ensuring regulatory compliance and timely implementations.

The role focuses on building long-term partnerships, providing strategic financial solutions, and collaborating with internal teams to optimize client outcomes and sales processes.