Treasury Solutions Advisor – Payments & Liquidity

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Disability and life insurance

Job summary

BMO Financial Group’s Treasury and Payment Solutions Specialty Groups within U.S. Commercial Bank delivers treasury and payment solutions to clients across diverse industries.

The Treasury Advisor will partner with senior sales professionals to design and deliver solutions, combining client engagement, solution design, and cross‑functional collaboration to drive growth and enhance the client experience. The role emphasizes analytical skills, treasury product knowledge, and consultative sales to

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.
• Advance level of 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 proper structuring of treasury products.
• Collaborate with onboarding teams to ensure smooth client implementation and service resolution.
• Maintain records and reporting to track performance on Salesforce with the Treasury Consultant.
• Attend industry forums to stay updated on market trends and support sales strategies.
• Ensure adherence to regulatory requirements and risk controls.

Skills

Treasury management

Financial analysis

Data interpretation

Excel proficiency

Sales skills

Regulatory compliance

Education

Bachelor's degree

Tools

Salesforce

Pricing tools

Job description

BMO Financial Group’s Treasury and Payment Solutions Specialty Groups within U.S. Commercial Bank delivers treasury and payment solutions to clients across diverse industries.

The Treasury Advisor will partner with senior sales professionals to design and deliver solutions, combining client engagement, solution design, and cross‑functional collaboration to drive growth and enhance the client experience. The role emphasizes analytical skills, treasury product knowledge, and consultative sales to