Sr. Treasury Consultant - Financial Institutions

Responsibilities Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. Leads business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross‑selling treasury and cash management solutions, and leveraging professional networks to expand business reach. Leads complex deal closures with internal teams and stakeholders to ensure efficient execution aligned with organizational goals and compliance. Evaluates potential vulnerabilities and manages risks within client portfolios, ensuring compliance with regulatory standards while aligning service levels with business objectives. Oversees client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences. Serves as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency. Represents the organization at industry forums and community events, utilizing market insights and trends to reinforce the Bank's brand and identify new business opportunities. Executes strategic initiatives by coordinating cross‑functional teams, ensuring alignment with business goals, operational excellence, and market‑leading practices. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Champions process optimization by spearheading large‑scale workflow improvements and integrating best practices across treasury and payment operations to enhance operational efficiency. 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 include 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. Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications 7+ years of relevant experience in Sales and Treasury Payment Solutions. Ability to manage a portfolio of clients. Ability to maintain and enhance client relationships. Experience or knowledge of Treasury Payment Solution products. Bachelor's degree required, Master's degree preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience is considered. Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency Structuring Deals Expert level of proficiency Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Sales CRM Problem Solving Collaboration Salary and Benefits Salary: $102,000.00 – $190,000.00 (salaried with potential commission structure). Benefits: BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans, among other perks and rewards. Equal Employment Opportunity BMO is a proud 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