TPS Treasury Advisor - Food, Consumer & Ag (West)

Treasury Advisor – Treasury & Payment Solutions Specialty Groups The Treasury and Payment Solutions (TPS) Sales organization within BMO’s U.S. Commercial Bank delivers cash management, card solutions, merchant services, and deposit products to clients across diverse industries. The Specialty Groups Sales team focuses on tailored solutions for key verticals such as Commercial Real Estate, Food, Consumer & Agriculture, and Sponsor Finance & Funds. Role Overview As a Treasury Advisor, you will partner with senior sales professionals (Treasury Consultants) to deliver treasury solutions to US Commercial Bank TPS clients and prospects. This role combines client engagement, solution design, and collaboration with internal teams to drive growth and enhance client experience. Key Responsibilities Manage client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses. Conduct sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. Handle the 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, implementing escalation procedures aligned with company directives. Resolve document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues. Coordinate client implementation activities ensuring alignment with timelines and outcomes. Provide guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management. Attend industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging 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. Analyze client and industry data to inform customized client solution strategies that include optimizing working capital management. Collaborate with internal teams and stakeholders to define products, solutions, and strategies that best fit clients’ needs. Advocate and promote adoption of the suite of industry‑leading NA TPS digital products and solutions. Support implementation activities, including documentation, pricing, and project timelines, ensuring timely delivery and continuous process improvements. Ensure adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. Exercise judgment to identify, diagnose, and solve problems within given rules. Work independently on a range of complex tasks, which may include unique situations, and take measured risks while protecting the bank with the Risk Management Framework. Qualifications Bachelor’s degree required; preferred Business Administration, Finance and Accounting. 4–6 years of experience in banking, fintech, or corporate treasury. Strong analytical and data interpretation skills; proficiency with Excel and reporting tools. Advanced knowledge of treasury products such as liquidity management and payment solutions. Excellent communication and organizational skills; ability to manage multiple priorities. Technical proficiency gained through education and/or business experience. Advanced Proficiency Areas Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Problem Solving Time Management Detail‑Oriented Salary $63,300.00 - $117,200.00 Pay Type Salaried Benefits and Compensation The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, visit Equal Employment Opportunity BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to View email address on click.appcast.io and let us know the nature of your request and your contact information. #J-18808-Ljbffr BMO U.S.