Treasury Advisor

BMO • San Diego, CA

2d • $69,000 - $127,800

About The Position

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. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed.

Requirements

• Candidates must have sales acumen
• Candidate must have TPS knowledge or experience
• Candidates must have banking or financial institution experience
• Candidates must have experience in sales of financial products
• 4 – 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Any other related discipline or commensurate work experience is considered.
• Technical proficiency gained through education and/or business experience.
• Advanced level of proficiency: Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Problem Solving Time Management Detail-Oriented

Responsibilities

• 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.
• Analyses 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.
• Provides guidance on 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 includes optimizing management of working capital.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
• Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
• Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.

Benefits

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees