Treasury Management Solutions Advisor

BMO; Chicago (IL); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement plans

Job summary

BMO Financial Group seeks an experienced treasury sales professional in Chicago to drive consultative sales of treasury management and payment solutions, manage client relationships, and ensure regulatory compliance.

You will coordinate implementation activities, analyze trends, and deliver tailored cash management strategies to improve liquidity and working capital for high-value clients. This role requires strong collaboration across teams and a commitment to process improvements.

Qualifications

• Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
• 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 while ensuring regulatory compliance.
• 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.
• Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives.
• Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues.
• Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes.
• Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management.
• Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.
• 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.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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

Business Administration, Finance or Accounting

Job description

BMO Financial Group seeks an experienced treasury sales professional in Chicago to drive consultative sales of treasury management and payment solutions, manage client relationships, and ensure regulatory compliance.

You will coordinate implementation activities, analyze trends, and deliver tailored cash management strategies to improve liquidity and working capital for high-value clients. This role requires strong collaboration across teams and a commitment to process improvements.