Strategic Treasury Solutions Consultant

BMO U.S.; Tempe (AZ); On-site; USD 52,000 - 96,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability insurance

Retirement savings plans

Job summary

BMO Financial Group in Tempe, AZ is seeking a consultative sales and relationship manager to generate leads and close sales of treasury management and payment solutions for new and existing clients. You will monitor implementation activities, coordinate cross-functional teams, and deliver tailored treasury management solutions that optimize cash flow and liquidity.

The role emphasizes building long-term relationships with high-value clients while ensuring regulatory compliance and applying

Qualifications

• 4-6 years of treasury management, financial operations or risk management experience in corporate/banking.</br>
• Bachelor’s degree required; Business Administration, Finance or Accounting preferred.
• Technical proficiency gained through education and/or business experience.

Responsibilities

• Manage client sales inquiries related to treasury and payment solutions, pricing, and implementation.
• Conduct sales discussions, introduce innovative products, and foster proactive client engagement.
• Oversee CMP activities to grow the client portfolio and acquisition strategies.
• Analyze trends to identify compliance risks and implement escalation procedures.
• Coordinate implementation activities to align with timelines and outcomes.
• Provide guidance on treasury solutions to optimize cash flow and liquidity.
• Build long-term relationships with high-value clients and deliver strategic financial advisory.
• Collaborate with internal teams to define products and solutions that fit client needs.

Skills

Treasury Management

Cash Management

Financial Analysis

Risk Assessment

Regulatory Compliance

Data Analysis

Problem Solving

Time Management

Detail-Oriented

Education

Bachelor's degree

Finance/Accounting preferred

Job description

BMO Financial Group in Tempe, AZ is seeking a consultative sales and relationship manager to generate leads and close sales of treasury management and payment solutions for new and existing clients. You will monitor implementation activities, coordinate cross-functional teams, and deliver tailored treasury management solutions that optimize cash flow and liquidity.

The role emphasizes building long-term relationships with high-value clients while ensuring regulatory compliance and applying