Treasury Solutions Advisor – Cash Management & Payments

BMO Financial Group; San Jose (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in the US Commercial Bank Treasury & Payment Solutions team is seeking a Treasury Advisor to partner with senior Treasury Consultants, delivering treasury solutions to TPS clients and prospects. You will collaborate with internal teams to drive growth and enhance client experience.

You will assist with proposals, pricing, pipeline management, and data-driven client insights while ensuring compliance and building strong relationships with key clients.

Qualifications

• Bachelor’s degree required; 4–6 years in banking, fintech, or treasury.
• Advanced knowledge of treasury products and liquidity management.
• Strong analytical, data interpretation, and Excel skills; able to interpret reports.

Responsibilities

• Support development and presentation of treasury solutions for TPS clients.
• Assist with sales activities including proposals, pricing, and pipeline management.
• Analyze client and industry data to tailor treasury product structures.
• Collaborate with onboarding teams to ensure smooth implementation and service resolution.
• Maintain records and reporting in Salesforce with the Treasury Consultant.
• Build and maintain relationships with high-value clients and support strategic advice.

Skills

Analytical skills

Data interpretation

Excel proficiency

Communication skills

Organizational skills

Education

Bachelor’s degree

Tools

Excel

Reporting tools

Job description

BMO Financial Group in the US Commercial Bank Treasury & Payment Solutions team is seeking a Treasury Advisor to partner with senior Treasury Consultants, delivering treasury solutions to TPS clients and prospects. You will collaborate with internal teams to drive growth and enhance client experience.

You will assist with proposals, pricing, pipeline management, and data-driven client insights while ensuring compliance and building strong relationships with key clients.