Treasury Solutions Advisor

Bank N.A.; Los Angeles (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

Bank of Montreal in the United States is seeking a Treasury Advisor to partner with senior sales professionals to deliver treasury solutions to TPS clients and prospects. The role blends client engagement, solution design, and cross-functional collaboration to drive growth and enhance client experience.

The position requires a Bachelor's degree and 4–6 years in banking, fintech, or corporate treasury, with strong analytical skills and Excel proficiency.

Qualifications

• Bachelor's degree required.
• 4-6 years of experience in banking, fintech, or corporate treasury.
• Strong analytical and data interpretation skills; proficiency with Excel and reporting tools.
• Advanced knowledge of treasury products (e.g., liquidity management, payment solutions).

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 proper structuring of the Bank's Treasury products and services.
• Collaborate with Service and Onboarding teams to ensure smooth client implementation experience and service resolution.
• Maintain accurate records and reporting to track performance and client activity on Salesforce alongside aligned Treasury Consultant.
• Attend industry forums and community events, staying updated on market trends to support sales strategies.
• Ensure adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.

Skills

Strong analytical skills

Data interpretation

Excel proficiency

Reporting tools proficiency

Excellent communication skills

Organizational skills

Education

Bachelor's degree

Job description

Bank of Montreal in the United States is seeking a Treasury Advisor to partner with senior sales professionals to deliver treasury solutions to TPS clients and prospects. The role blends client engagement, solution design, and cross-functional collaboration to drive growth and enhance client experience.

The position requires a Bachelor's degree and 4–6 years in banking, fintech, or corporate treasury, with strong analytical skills and Excel proficiency.