BMO · 3 weeks ago
Treasury & Payment Solutions - Treasury Advisor
Chicago, IL, USA
Full-time
Onsite
Mid Level
$58K/yr - $106K/yr
4+ years expBMO is a financial services organization that focuses on delivering cash management and treasury solutions. The Treasury Advisor will collaborate with senior sales professionals to provide tailored treasury solutions to clients, ensuring compliance and enhancing client experiences.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Support development and presentation of treasury solutions for TPS clients
Assist with sales activities, including proposals, pricing, and pipeline management
Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank's Treasury products and services
Collaborate with Service and Onboarding teams to ensure a smooth client implementation experience and service resolution
Maintain accurate records and reporting to track performance and client activity on Salesforce alongside the aligned Treasury Consultant
Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies
Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards
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
Guides 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 include 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
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
Qualification
Required
Bachelor's degree required
4–6 years of experience in banking, fintech, or corporate treasury
Strong analytical and data interpretation skills; proficiency with Excel and reporting tools
Advance level of knowledge of treasury products (e.g., liquidity management, payment solutions)
Excellent communication and organizational skills; ability to manage multiple priorities
Preferred
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
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO 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 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
MarketScreener
2026-01-06
2025-12-24
2025-12-18
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