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BMO · 1 month ago

TPS Treasury Advisor CADP - Newport Beach, CA (New Grad)

Newport Beach, CA, USA

Full-time

Onsite

Entry, Mid Level

$50K/yr - $91K/yr

3+ years exp

BMO is a leading financial services provider, and they are seeking a TPS Treasury Advisor to enhance client experiences and business outcomes through treasury management and payment solutions. This role involves consultative sales, relationship management, and ensuring regulatory compliance while managing client engagement and implementing tailored treasury solutions.

BankingCrowdfundingFinanceFinancial Services

Responsibilities

Responds to client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process

Initiates sales calls, presenting products, sharing industry updates, and maintaining proactive client communication

Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio

Identifies issues in overdrawn accounts, escalating per established guidelines to ensure compliance and minimize risks

Assists in resolving document discrepancies and reviewing maturity reports, ensuring that all details are accurate and issues are addressed

Supports tracking and managing client requests, ensuring implementation activities are aligned with timelines and outcomes

Applies treasury management product knowledge to assist clients with tailored solutions, ensuring the optimization of cash flow, liquidity management, and overall treasury operations

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 may be on a business/group

Thinks creatively and proposes new solutions

Exercises judgment to identify, diagnose, and solve problems within given rules

Works mostly independently

Broader work or accountabilities may be assigned as needed

Qualification

Treasury ManagementCash ManagementPayment TechnologiesFinancial AnalysisRisk AssessmentRegulatory ComplianceQuality Assurance AuditingData Analysis ReportingProblem SolvingTime ManagementDetail-Oriented

Required

Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered

Specialized knowledge from education and/or business experience

Intermediate level of proficiency in Treasury Management

Intermediate level of proficiency in Cash Management

Intermediate level of proficiency in Payment Technologies

Intermediate level of proficiency in Financial Analysis

Intermediate level of proficiency in Risk Assessment

Intermediate level of proficiency in Quality Assurance Auditing

Intermediate level of proficiency in Regulatory Compliance

Intermediate level of proficiency in Data Analysis Reporting

Intermediate level of proficiency in Problem Solving

Intermediate level of proficiency in Time Management

Intermediate level of proficiency in Detail-Oriented