Treasury Solutions Advisor – Cash & Payments

BMO; Chicago (IL); 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 Financial Group in Chicago is seeking a Treasury Advisor to partner with Treasury Consultants and deliver treasury solutions to US Commercial Bank TPS clients and prospects. The role blends client engagement, solution design, and collaboration with internal teams to drive growth and enhance client experience.

You will support treasury solution development, pricing, and pipeline management, while analyzing data to tailor product structures and ensuring regulatory compliance across engagements.

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).
• Excellent communication and organizational skills; ability to manage multiple priorities.

Responsibilities

• Partner with senior sales professionals to deliver treasury solutions to TPS clients.
• Assist with proposals, pricing, and pipeline management.
• Analyze financial, company, and industry data to tailor treasury product structures.
• Collaborate with Service and Onboarding teams for smooth client implementation.
• Maintain records and reporting on Salesforce with the Treasury Consultant.
• Attend industry events to enhance the Bank’s brand and stay informed on market trends.
• Ensure regulatory compliance and risk controls.

Skills

Analytical skills

Excel proficiency

Data interpretation

Communication skills

Organizational skills

Education

Bachelor’s degree

Tools

Salesforce

Pricing tools

Job description

BMO Financial Group in Chicago is seeking a Treasury Advisor to partner with Treasury Consultants and deliver treasury solutions to US Commercial Bank TPS clients and prospects. The role blends client engagement, solution design, and collaboration with internal teams to drive growth and enhance client experience.

You will support treasury solution development, pricing, and pipeline management, while analyzing data to tailor product structures and ensuring regulatory compliance across engagements.