Treasury Management Solutions Consultant

BMO; California; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a Commercial Sales & Service professional in the United States to apply consultative sales and relationship management practices, generating leads and closing deals for treasury management and payment solutions while ensuring regulatory compliance.

The role emphasizes overseeing implementation timelines, tailoring treasury solutions, and improving client experiences and cash flow through process improvements.

Qualifications

• 4–6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment.
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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.
• Drives client adoption and manages client engagement to grow the portfolio.
• Ensures regulatory compliance and mitigates risk across treasury activities.

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 Administration, Finance or Accounting

Job description

BMO Financial Group seeks a Commercial Sales & Service professional in the United States to apply consultative sales and relationship management practices, generating leads and closing deals for treasury management and payment solutions while ensuring regulatory compliance.

The role emphasizes overseeing implementation timelines, tailoring treasury solutions, and improving client experiences and cash flow through process improvements.