Treasury Consultant - Treasury & Payment Solutions Specialty Groups - Technology & Media

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 Consultant, you will serve as a senior sales advisor responsible for managing a portfolio of technology and media clients and prospects, driving revenue growth, and delivering comprehensive treasury solutions. This role requires strategic relationship management, consultative selling, and collaboration across internal teams to ensure exceptional client experience. Key Responsibilities Manage and grow a portfolio of technology and media clients by identifying treasury needs and delivering tailored solutions. Achieve/exceed key objectives and goals for sales production, new relationships, cross‑selling and portfolio growth. Partner with Relationship Managers to deepen existing customer relationships and convert prospective clients through strategic account planning and joint calling. Develop proposals, pricing strategies, and presentations to support new business opportunities and deepen TPS relationships. Regularly call on clients to conduct business reviews, address issues, and provide insights on liquidity management, payment optimization, and risk mitigation strategies. Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank’s Treasury products and services. Partner with Service and Onboarding teams to ensure seamless client implementations and ongoing support. Monitor portfolio performance, analyze data, and provide insights to drive client success. Maintain accurate records and reporting to track performance and client activity on Salesforce. Ensure adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. Attend industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies. Coach Treasury Advisors and Portfolio Managers on skills required to progress to Treasury Consultant role. Lead business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross‑selling treasury and cash management solutions. Lead complex deal closures with internal teams and stakeholders to ensure efficient execution aligned with organizational goals and compliance. Evaluate potential vulnerabilities and manage risks within client portfolios, ensuring compliance with regulatory standards. Oversee client implementation activities, ensuring timely delivery, providing actionable feedback for internal process refinement. Serve as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency. Represent the organization at industry forums and community events, leveraging market insights and trends. Execute on strategic initiatives by coordinating cross‑functional teams, ensuring alignment with business goals, operational excellence. Coordinate the management of databases; ensure alignment and integration of data in adherence to data governance standards. Champion process optimization by spearheading large‑scale workflow improvements and integrating best practices across treasury and payment operations. Build and maintain strong long‑term relationships with the bank’s high‑value and strategic clients, providing strategic advice on financial solutions. Analyze client and industry data to inform customized client solution strategies that include optimizing working capital management. 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 TPS digital products & solutions. Support implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements. Operate at a group/enterprise‑wide level and serve as a specialist resource to senior leaders and stakeholders. Apply expertise and think creatively to address unique or ambiguous situations and find solutions to complex, non‑routine problems. Implement changes in response to shifting trends. 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. Qualifications Bachelor’s degree required. 8+ years of experience in treasury management sales within banking or fintech, with corporate treasury practitioner experience strongly preferred. Proven ability to manage complex client relationships and deliver consultative solutions. Strong analytical and data interpretation skills; proficiency with Excel and reporting tools. Deep knowledge of treasury products, payment systems, and cash management strategies. Excellent communication, negotiation, and organizational skills. CTP preferred. Proficiency Levels Advanced: Structuring Deals. Expert: Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, Quality Assurance Auditing, Regulatory Compliance, Data Analysis Reporting, Sales CRM, Problem Solving, Collaboration. Salary $102,000.00 - $190,000.00 Pay Type Salaried 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