Treasury Advisor

Responsibilities

• Apply consultative sales and relationship management to generate leads and close sales of treasury management and payment solutions.
• Manage client sales inquiries regarding product offerings, pricing, and implementation to ensure timely responses.
• Conduct sales discussions to introduce innovative products, share industry trends, and foster proactive client engagement.
• Identify client needs and drive acquisition strategies to grow the client portfolio through the Client Management Process (CMP).
• Coordinate client implementation activities to ensure alignment with established timelines and outcomes.
• Provide strategic advice on financial solutions to help clients optimize cash flow and liquidity management.
• Analyze client and industry data to develop customized strategies for optimizing working capital.
• Ensure strict adherence to regulatory requirements, internal controls, and risk management frameworks.

Requirements

• 4–6 years of relevant experience in treasury management, financial operations, or risk management within a corporate or banking environment.
• Proven experience in Treasury and Payment Solutions.
• Proven experience in Commercial Banking.
• Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline.
• Proficiency with the MS Office Suite.
• Strong skills in financial analysis, risk assessment, and data analysis reporting.

Benefits

• Competitive salary range.
• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives and discretionary bonuses.

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. With more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.