Treasury Solutions Consultant (Corporate Banking)

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO's Treasury and Payment Solutions Specialty Groups Institutional Markets team is seeking a Treasury Advisor. You will partner with Treasury Consultants to deliver treasury solutions to US Commercial Bank TPS clients and prospects, combining client engagement, solution design, and cross‑functional collaboration to drive growth and enhance the client experience.

The role requires 4–6 years in banking, fintech, or corporate treasury, a Bachelor’s degree, strong analytical skills, and proficiency

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

Skills

Analytical skills

Excel

Treasury products knowledge

Data interpretation

Communication

Education

Bachelor’s degree

Tools

Reporting tools

Job description

BMO's Treasury and Payment Solutions Specialty Groups Institutional Markets team is seeking a Treasury Advisor. You will partner with Treasury Consultants to deliver treasury solutions to US Commercial Bank TPS clients and prospects, combining client engagement, solution design, and cross‑functional collaboration to drive growth and enhance the client experience.

The role requires 4–6 years in banking, fintech, or corporate treasury, a Bachelor’s degree, strong analytical skills, and proficiency