Treasury & Payments Advisor

BMO Financial Group; New York (NY); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a Treasury Advisor to partner with senior sales professionals and deliver treasury solutions to US Commercial Bank TPS clients. The role blends client engagement, solution design, and collaboration with internal teams to drive growth and enhance client experience.

Responsibilities include presenting treasury solutions, assisting with proposals, and maintaining accurate records in Salesforce, while ensuring regulatory compliance and strong client relationships.

Qualifications

• Bachelor’s degree required.
• 4–6 years of experience in banking, fintech, or corporate treasury.
• Advanced knowledge of treasury products (liquidity management, payment solutions).
• Excellent communication and organizational skills; ability to manage multiple priorities.

Responsibilities

• Support development and presentation of treasury solutions for TPS clients.
• Assist with sales activities including proposals, pricing, and pipeline management.
• Analyze financial, company, and industry data to determine client needs for treasury products and services.
• Collaborate with onboarding teams to ensure smooth client implementation and service resolution.

Skills

Analytical skills

Excel & reporting tools

Communication & organization

Multi-priority management

Education

Bachelor’s degree

Tools

Salesforce

Job description

BMO is seeking a Treasury Advisor to partner with senior sales professionals and deliver treasury solutions to US Commercial Bank TPS clients. The role blends client engagement, solution design, and collaboration with internal teams to drive growth and enhance client experience.

Responsibilities include presenting treasury solutions, assisting with proposals, and maintaining accurate records in Salesforce, while ensuring regulatory compliance and strong client relationships.