Treasury Solutions Advisor: Cash & Payments Expert

BMO; California; In loco; USD 65.000 - 140.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descrizione del lavoro

BMO Financial Group in the United States seeks a Treasury Advisor to partner with Treasury Consultants, delivering treasury solutions to Commercial Bank TPS clients and prospects. You will blend client engagement, solution design, and cross-functional collaboration to drive growth and enhance the client experience.

The role requires collaboration with sales, onboarding, and regulatory teams, focusing on liquidity management and payment solutions while ensuring compliance and high service

Competenze

• Bachelor’s degree required.
• 4–6 years of experience in banking, fintech, or corporate treasury.
• Advanced treasury knowledge including liquidity management and payment solutions.
• Excellent communication and organizational skills; ability to manage multiple priorities.
• Proficiency with Excel and reporting tools.

Mansioni

• 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 the needs of the client 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.
• Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.
• Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.

Conoscenze

Analytical skills

Excel

Reporting tools

Treasury products knowledge

Communication skills

Organizational skills

Formazione

Bachelor’s degree

Descrizione del lavoro

BMO Financial Group in the United States seeks a Treasury Advisor to partner with Treasury Consultants, delivering treasury solutions to Commercial Bank TPS clients and prospects. You will blend client engagement, solution design, and cross-functional collaboration to drive growth and enhance the client experience.

The role requires collaboration with sales, onboarding, and regulatory teams, focusing on liquidity management and payment solutions while ensuring compliance and high service