Treasury Solutions Advisor - Cash & Payments

BMO Financial Group; 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 seeks a Treasury Advisor to partner with senior Treasury Consultants, delivering treasury solutions to US Commercial Bank TPS clients and prospects. You will design solutions, engage clients, and collaborate with internal teams to drive growth, ensure regulatory compliance, and enhance client experience.

This role requires strong analytical skills, experience in treasury products, and the ability to manage multiple priorities while building lasting relationships

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

• 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.
• Collaborate with onboarding teams to ensure smooth client implementation.
• Maintain records and reporting on Salesforce alongside Treasury Consultant.
• Attend industry forums to stay updated on market trends and support sales strategies.
• Ensure regulatory compliance and maintain service standards.

Skills

Analytical thinking

Communication

Client relationship management

Sales support

Education

Bachelor’s degree

Tools

Salesforce

Excel

Reporting tools

Job description

BMO Financial Group in Chicago seeks a Treasury Advisor to partner with senior Treasury Consultants, delivering treasury solutions to US Commercial Bank TPS clients and prospects. You will design solutions, engage clients, and collaborate with internal teams to drive growth, ensure regulatory compliance, and enhance client experience.

This role requires strong analytical skills, experience in treasury products, and the ability to manage multiple priorities while building lasting relationships