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

Treasury Advisor – Treasury & Payment Solutions Specialty Groups About the Team 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 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 client needs for proper structuring of the Bank's Treasury products and services. Collaborate with Service and Onboarding teams to ensure smooth client implementation experience and service resolution. Maintain accurate records and reporting to track performance and client activity on Salesforce alongside aligned Treasury Consultant. Attend industry forums and community events to enhance the Bank’s brand, stay updated on market trends, and leverage insights to support sales strategies. Ensure adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. 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 in line 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. Build and maintain 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. Analyze client and industry data to inform customized client solution strategies, including optimizing management of working capital. Work closely with internal teams and stakeholders to define products, solutions, and strategies that best fit clients’ needs. Build advocacy and adoption of the suite of industry‑leading NA TPS digital products & solutions. Support implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements. Exercise judgment to identify, diagnose, and solve problems within given rules. Work independently on a range of complex tasks, which may include unique situations. Make measured risks while protecting the bank by applying the Risk Management Framework in execution of your role, in line with our Risk Culture and approved Risk Appetite, making sound and risk‑informed decisions that align with business strategy, protect assets, and adhere to applicable policy documents, laws and regulations. Qualifications 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. Advanced knowledge of treasury products (e.g., liquidity management, payment solutions). Excellent communication and organizational skills; ability to manage multiple priorities. Advanced level of proficiency in Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, Quality Assurance Auditing, Regulatory Compliance, Data Analysis Reporting, Problem Solving, Time Management, and Detail‑Oriented. Salary Salary range: $63,300.00 – $117,200.00. Salaried position. Salary may vary based on location, skills, experience, education, and may include commission structure. Benefits BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Other perks and rewards may include performance‑based incentives and discretionary bonuses. 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. #J-18808-Ljbffr BMO