Senior Treasury Advisor

Overview

Treasury Advisor – Treasury & Payment Solutions Specialty Groups

About The Team:
The Treasury and Payment Solutions (TPS) Sales organization within BMO’s U.S. Commercial Bank delivers cash management, card solutions, merchant services, and deposit products to clients across diverse industries. The Specialty Groups Sales team focuses on tailored solutions for key verticals such as Commercial Real Estate, Food, Consumer & Agriculture, and Sponsor Finance & Funds.

Role Overview:
As a Treasury Advisor, you will partner with senior sales professionals (Treasury Consultants) to deliver treasury solutions to US Commercial Bank TPS clients and prospects. This role combines client engagement, solution design, and collaboration with internal teams to drive growth and enhance client experience.

• 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 a smooth client implementation experience and service resolution.
• Maintain accurate records and reporting to track performance and client activity on Salesforce alongside the 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.

• 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.

Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes.

• Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
• Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement.
• Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio.
• Analyzes trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives.
• Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues.
• Coordinates client implementation activities, ensuring implementation activities are aligned with timelines and outcomes.
• Guides treasury management solutions, helping clients optimize cash flow and enhance liquidity management.
• Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Analyzes client and industry data to inform customized client solution strategies that include optimizing management of working capital.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit…