Treasury & Payments Solutions Consultant – Midwest

Bank of Montreal; Milwaukee (WI); On-site; USD 85,000 - 180,000; Full time

Job summary

Bank of Montreal (BMO) in Milwaukee seeks a senior sales and treasury management leader to expand client relationships and close deals for treasury and cash management solutions.

You will guide cross‑functional teams, ensure regulatory compliance, monitor implementation, and identify cross‑selling opportunities while delivering tailored financial solutions to high‑value clients. The role emphasizes risk awareness, data analysis, and collaboration with CRM systems.

Qualifications

• 7+ years of experience in Sales, treasury management or financial operations in a corporate or banking environment.
• Bachelor’s degree required; Master’s degree preferred.
• Commercial Banking experience or Commercial Card knowledge is a plus.
• Expert proficiency: Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, Regulatory Compliance.
• Experience with CRM and building strong client relationships.

Responsibilities

• Apply consultative sales and relationship management to generate leads and close sales of treasury management and payment solutions while ensuring regulatory compliance.
• Monitor implementation activities to align with timelines and deliverables.
• Lead business development by building strategic relationships and cross‑selling treasury and cash management solutions.
• Oversee risk management and compliance across client portfolios and ensure service levels meet business objectives.

Skills

Treasury Management

Cash Management

Payment Technologies

Financial Analysis

Risk Assessment

Regulatory Compliance

Data Analysis

CRM

Sales

Problem Solving

Collaboration

Structuring Deals

Education

Bachelor's degree

Master's degree

Job description

Bank of Montreal (BMO) in Milwaukee seeks a senior sales and treasury management leader to expand client relationships and close deals for treasury and cash management solutions.

You will guide cross‑functional teams, ensure regulatory compliance, monitor implementation, and identify cross‑selling opportunities while delivering tailored financial solutions to high‑value clients. The role emphasizes risk awareness, data analysis, and collaboration with CRM systems.