BMO U.S. · 3 hours ago
Director, TPS Sales Consultant
Newport Beach, CA
Full-time
Onsite
Mid, Senior Level
$112K/yr - $209K/yr
7+ years expBMO U.S. is a financial services company that focuses on creating lasting, positive change for customers and communities. The Director, TPS Sales Consultant role is responsible for leading business development efforts and managing client relationships to provide treasury management and payment solutions while ensuring compliance with regulations.
Banking
Responsibilities
Leads business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross-selling treasury and cash management solutions, and leveraging professional networks to expand business reach
Leads complex deal closures with internal teams and stakeholders to ensure efficient execution aligned with organizational goals and compliance
Evaluates potential vulnerabilities and manages risks within client portfolios, ensuring compliance with regulatory standards while aligning service levels with business objectives
Oversees client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences
Serves as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency
Represents the organization at industry forums and community events, utilizing market insights and trends to reinforce the Bank’s brand and identify new business opportunities
Executes on strategic initiatives by coordinating cross-functional teams, ensuring alignment with business goals, operational excellence, and market-leading practices
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards
Champions process optimization by spearheading large-scale workflow improvements and integrating best practices across treasury and payment operations to enhance operational efficiency
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
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine
Implements changes in response to shifting trends
Broader work or accountabilities may be assigned as needed
Qualification
Required
Bachelor's degree required
Seasoned professional with a combination of education, experience and industry knowledge
Advanced level of proficiency in Structuring Deals
Expert level of proficiency in Treasury Management
Expert level of proficiency in Cash Management
Expert level of proficiency in Payment Technologies
Expert level of proficiency in Financial Analysis
Expert level of proficiency in Risk Assessment
Expert level of proficiency in Quality Assurance Auditing
Expert level of proficiency in Regulatory Compliance
Expert level of proficiency in Data Analysis Reporting
Expert level of proficiency in Sales CRM
Expert level of proficiency in Problem Solving
Expert level of proficiency in Collaboration
Preferred
7+ years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment
Master's degree preferred; Business Administration, Finance and Accounting preferred
Any other related discipline or commensurate work experience considered
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
Company data provided by crunchbase