Treasury Advisor

About the role

This role requires experience in Treasury and Payment Solutions, Commercial Banking, and Consultative Sales and Relationship Management. Key responsibilities include assisting Commercial Banking customers, managing sales processes, and providing tailored treasury management solutions.

Responsibilities

• Generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.
• Maintain and monitor implementation activities to ensure alignment with timelines.
• Provide tailored treasury management solutions and continuously improve sales processes to enhance client experiences and business outcomes.
• Manage sales processes, client engagement, and outcomes.
• Handle client management process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio.
• Analyze trends in overdrawn accounts to identify compliance risks, implement escalation procedures, and resolve document exceptions and maturity report discrepancies.
• Coordinate client implementation activities ensuring they are aligned with timelines and outcomes.
• Guide clients on optimizing cash flow and enhancing liquidity management.
• Attend industry forums and community events to enhance the bank's brand, stay updated on market trends, and leverage insights to support sales strategies.
• Build and maintain strong long-term relationships with high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Use client and industry data to inform customized client solution strategies, focusing on optimizing management of working capital.
• Work closely with internal teams and stakeholders to define products, solutions, and strategies that best meet clients' needs.
• Support the implementation of treasury management solutions, including documentation, pricing, and project timelines, ensuring timely delivery and continuous process improvements.
• Avoid risks by adhering to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
• Exercise independent judgment to identify, diagnose, and solve problems within given rules.

Requirements

• 4 – 6 years of relevant experience in treasury management, financial operations, or risk management in a corporate or banking environment.
• Bachelor’s degree required; Business Administration, Finance, and Accounting preferred.
• Advanced proficiency in Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, Quality Assurance, Auditing, Regulatory Compliance, Data Analysis, Reporting, Problem Solving, Time Management, and Detail-Oriented skills.

Qualifications

• Technical proficiency gained through education and/or business experience.

Benefits

Includes a competitive salary range of $57,500.00 - $106,500.00, paid on a salaried basis. Additional benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more information, visit BMO’s Total Rewards page.

Pay

Salaried

Schedule

Full-time

Company Information

BMO Financial Group is committed to creating a diverse environment and is proud to be an equal opportunity employer. We offer a comprehensive benefits package and encourage applications from all qualified candidates. For more information about BMO’s commitment to diversity and inclusion, visit our About Us page.