TPS Treasury Advisor - Food, Consumer & Ag

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 the needs of the client 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. 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. Additional Responsibilities 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. Provides guidance on 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 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. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting 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. Advance level of knowledge of treasury products (e.g., liquidity management, payment solutions). Excellent communication and organizational skills; ability to manage multiple priorities. Technical proficiency gained through education and/or business experience. Business Administration, Finance and Accounting preferred; other related discipline considered. Advanced Proficiency Skills 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 $57,500.00 - $106,500.00 Pay Type: Salaried 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. Benefits We offer a comprehensive total rewards package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. 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 AgHires