BMO · 1 day ago
Sr Treasury Advisor
City of Industry, CA, USA
Full-time
Onsite
Mid, Senior Level
$81K/yr - $152K/yr
5+ years expBMO Bank N.A. is seeking a Sr Treasury Advisor to apply consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions. The role involves managing client inquiries, promoting new business opportunities, and ensuring compliance while delivering tailored treasury management solutions.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Manages complex 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
Promotes new business opportunities by building client relationships, cross-selling treasury solutions, and leveraging external networks
Coordinates deal closures by collaborating with internal teams, external stakeholders, and clients to ensure agreements are finalized effectively and in compliance with organizational standards
Ensures the accuracy of documentation for cash management services, reviewing service agreements and maintaining compliance with internal policies and guidelines
Proactively resolves discrepancies in client documentation and maturity reports, ensuring records are accurate and risks are mitigated efficiently
Monitors client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences
Serves as a subject matter expert to stakeholders, addressing treasury and payment-related challenges, and providing insights to improve processes and solutions
Advises clients on specialized cash flow and liquidity management strategies, offering tailored recommendations to enhance operational efficiency and financial planning
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
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
Provides specialized consulting, analytical and technical support
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently and regularly handles non-routine situations
Broader work or accountabilities may be assigned as needed
Qualification
Required
5 – 7 years of relevant experience in Sales and 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
Deep knowledge and technical proficiency gained through extensive education and business experience
Preferred
Structuring Deals
People Management
Treasury Management
Cash Management
Payment Technologies
Financial Analysis
Risk Assessment
Quality Assurance Auditing
Regulatory Compliance
Data Analysis Reporting
Sales CRM
Problem Solving
Collaboration
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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