Sr. Treasury Consultant

$74k/y-$138k/y

BMO U.S.

a day ago

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OnsiteFull-timeSenior

Summary

BMO U.S. is seeking a Sr. Treasury Consultant to join their team in Chino, CA. The role involves applying consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients.

About the Role

As a Sr. Treasury Consultant, you will manage complex client sales inquiries, conduct sales discussions, promote new business opportunities, coordinate deal closures, ensure documentation accuracy, resolve discrepancies, monitor client implementation activities, serve as a subject matter expert, advise clients on cash flow strategies, and build long-term relationships with high-value clients. You will also analyze client data to inform customized solutions and support implementation activities while ensuring compliance with regulatory requirements.

About You

Required:

5 – 7 years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment.
Bachelor’s degree required; Business Administration, Finance and Accounting preferred.

Preferred:

CTP (Certified Treasury Professional) certification.
Deep knowledge and technical proficiency in Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, and Regulatory Compliance.

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives and discretionary bonuses

BMO U.S.

We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817. BMO provides personal and commercial banking, global markets and investment banking services to 13 million customers and clients.  And with over 54,000 employees, we take caring for our people seriously. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so you can build a meaningful career and thrive as a part of a winning culture.   Sound like your kind of place? Then we should be co-workers.

Chino, CA