Treasury Consultant – Treasury & Payment Solutions Specialty Groups - Technology & Media

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.

As a Treasury Consultant, you will serve as a senior sales advisor responsible for managing a portfolio of technology and media clients and prospects, driving revenue growth, and delivering comprehensive treasury solutions. This role requires strategic relationship management, consultative selling, and collaboration across internal teams to ensure exceptional client experience.

• Manage and grow a portfolio of technology and media clients by identifying treasury needs and delivering tailored solutions. Achieve/exceed key objectives and goals for sales production, new relationships, cross‑selling and portfolio growth.
• Partner with Relationship Managers to deepen existing customer relationships and convert prospective clients through strategic account planning and joint calling.
• Develop proposals, pricing strategies, and presentations to support new business opportunities and deepen TPS relationships.
• Regularly call on clients to conduct business reviews, address issues, and provide insights on liquidity management, payment optimization, and risk mitigation strategies.
• Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank’s Treasury products and services.
• Partner with Service and Onboarding teams to ensure seamless client implementations and ongoing support.
• Monitor portfolio performance, analyze data, and provide insights to drive client success.
• Maintain accurate records and reporting to track performance and client activity on Salesforce.
• Ensure adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
• Attend industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.
• Coach Treasury Advisors and Portfolio Managers on skills required to progress to Treasury Consultant role.
• Lead business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross‑selling treasury and cash management solutions.
• Lead complex deal closures with internal teams and stakeholders to ensure efficient execution aligned with organizational goals and compliance.
• Evaluate potential vulnerabilities and manage risks within client portfolios, ensuring compliance with regulatory standards.
• Oversee client implementation activities, ensuring timely delivery, providing actionable feedback for internal process refinement.
• Serve as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency.
• Represent the organization at industry forums and community events, leveraging market insights and trends.
• Execute on strategic initiatives by coordinating cross‑functional teams, ensuring alignment with business goals, operational excellence.
• Coordinate the management of databases; ensure alignment and integration of data in adherence to data governance standards.
• Champion process optimization by spearheading large‑scale workflow improvements and integrating best practices across treasury and payment operations.
• Build and maintain strong long‑term relationships with the bank’s high‑value and strategic clients, providing strategic advice on financial solutions.
• Analyze client and industry data to inform customized client solution strategies that include optimizing working capital management.
• Work closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• Build advocacy and adoption of the suite of industry‑leading TPS digital products & solutions.
• Support implementation activities, including documentation, pricing, and…