Treasury Solutions Sales Consultant

BMO Harris Bank; California; 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 Harris Bank is seeking a seasoned treasury management sales professional in a California-based role to drive new business and optimize client relationships. You will leverage consultative sales to close deals on treasury solutions while ensuring compliance and smooth implementations.

Responsibilities include guiding clients on cash and liquidity management, coordinating with internal teams, and building long-term strategic partnerships with high-value clients.

Qualifications

• 4-6 years of treasury management, financial operations or risk management experience preferred.
• Bachelor's degree required; Business Administration, Finance or Accounting preferred; other related disciplines considered.
• Technical proficiency gained through education and/or business experience.

Responsibilities

• Applies consultative sales and relationship management to generate leads and close treasury management and payment solutions.
• Manages client inquiries regarding products, pricing, and implementation to facilitate the sales process.
• Analysis of trends to identify compliance risks and escalate as needed.
• Builds and maintains relationships with high-value clients and provides strategic financial advice.
• Coordinates client implementation activities to align with timelines.
• Supports regulatory compliance and internal controls across activities.

Skills

Treasury Management

Cash Management

Payment Technologies

Financial Analysis

Risk Assessment

Quality Assurance Auditing

Regulatory Compliance

Data Analysis Reporting

Problem Solving

Time Management

Detail-Oriented

Education

Bachelor’s degree

Business/Finance related discipline or experience

Job description

BMO Harris Bank is seeking a seasoned treasury management sales professional in a California-based role to drive new business and optimize client relationships. You will leverage consultative sales to close deals on treasury solutions while ensuring compliance and smooth implementations.

Responsibilities include guiding clients on cash and liquidity management, coordinating with internal teams, and building long-term strategic partnerships with high-value clients.