Treasury Advisor CADP – Payments & Treasury Solutions

BMO U.S.; Newport Beach (CA); On-site; USD 55,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO—The Bank of Montreal in Newport Beach, CA is seeking a Commercial Banking Treasury Advisor via the CADP program. The role starts August 2027, targeting undergraduates graduating Dec 2026 or Spring 2027, and includes intensive training in Chicago before placement in a full-time Treasury Payment Solutions role.

The candidate will apply consultative sales and relationship management to generate leads, manage client portfolios, and optimize cash flow and liquidity management for high-value

Qualifications

• 3–5 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Specialized knowledge from education and/or business experience.

Responsibilities

• Responds to client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
• Initiates sales calls, presenting products, sharing industry updates, and maintaining proactive client communication.
• Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio.
• Identifies issues in overdrawn accounts, escalating per established guidelines to ensure compliance and minimize risks.
• Assists in resolving document discrepancies and reviewing maturity reports, ensuring that all details are accurate and issues are addressed.
• Supports tracking and managing client requests, ensuring implementation activities are aligned with timelines and outcomes.
• Applies treasury management product knowledge to assist clients with tailored solutions, ensuring the optimization of cash flow, liquidity management, and overall treasury operations.
• Builds and maintains strong long-term relationships with the bank’s high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
• Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
• Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.

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

BMO—The Bank of Montreal in Newport Beach, CA is seeking a Commercial Banking Treasury Advisor via the CADP program. The role starts August 2027, targeting undergraduates graduating Dec 2026 or Spring 2027, and includes intensive training in Chicago before placement in a full-time Treasury Payment Solutions role.

The candidate will apply consultative sales and relationship management to generate leads, manage client portfolios, and optimize cash flow and liquidity management for high-value