Treasury Consultant

Responsibilities

• Apply consultative sales and relationship management to generate leads and close sales of treasury management and payment solutions.
• Manage complex client inquiries regarding product offerings, pricing, and implementation.
• Conduct sales discussions to introduce innovative products and share insights on industry trends.
• Build and maintain long-term relationships with high-value and strategic clients.
• Advise clients on specialized cash flow and liquidity management strategies to enhance operational efficiency.
• Coordinate deal closures by collaborating with internal teams and external stakeholders.
• Ensure accuracy of documentation for cash management services and maintain compliance with internal policies and regulatory requirements.
• Monitor client implementation activities to ensure timely delivery and provide feedback for process refinement.

Requirements

• 5-7 years of experience in sales and treasury management, financial operations, or risk management within a corporate or banking environment.
• Proven experience with Treasury Products and Services (TPS).
• Background in Commercial Banking.
• Demonstrated experience in Relationship Management and Portfolio Management.
• Experience in the sales of TPS products and services.
• Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline.

Preferred Qualifications

• Advanced proficiency in Cash Management and Payment Technologies.
• Strong skills in Financial Analysis and Risk Assessment.
• Experience with Sales CRM and Data Analysis Reporting.
• Ability to structure complex deals and manage people effectively.

About the Company

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers across Canada, the United States, and globally.