Treasury Sales Consultant

BMO U.S.

. Apply consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions .

Posted 10/9/2026full-timeUnited StatesMid-LevelSenior💰 $65,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced proficiency in Treasury Management, Cash Management, and Payment Technologies, while effectively managing client relationships and ensuring compliance with regulatory standards. Capable of analyzing financial data to inform customized solutions and optimize working capital management.

Highest-signal resume keywords

Treasury ManagementCash ManagementPayment TechnologiesFinancial AnalysisRegulatory Compliance

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Risk AssessmentQuality Assurance AuditingData Analysis ReportingProblem SolvingTime ManagementDetail-Oriented

Soft Skills

Relationship ManagementConsultative SalesClient EngagementCommunication

Industry Keywords

Financial OperationsCompliance RisksClient Management ProcessSales ProcessesWorking Capital Management

About the role

Key responsibilities & impact

Apply consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions
Monitor implementation activities to ensure alignment with timelines
Provide tailored treasury management solutions and optimize sales processes through continuous process improvements
Manage sales processes, client engagement and outcomes
Manage client sales inquiries related to product offerings, pricing, and implementation
Conduct sales discussions, introduce innovative products and services, share industry trend insights, and foster proactive client engagement
Handle the Client Management Process by identifying client needs, building relationships, and driving acquisition strategies
Analyze trends in overdrawn accounts to identify compliance risks and implement escalation procedures
Resolve document exceptions and maturity report discrepancies
Coordinate client implementation activities aligned with timelines and outcomes
Guide clients on treasury management solutions, cash flow, and liquidity management
Attend industry forums and community events to enhance the Bank’s brand and support sales strategies
Build and maintain relationships with high-value and strategic clients
Analyze client and industry data to inform customized client solution strategies and optimize working capital management
Collaborate with internal teams and stakeholders to define products, solutions, and strategies
Build advocacy and adoption of NA TPS digital products and solutions
Support implementation activities involving documentation, pricing, and project timelines
Ensure adherence to regulatory requirements, internal controls, compliance, and service standards
Exercise judgment to identify, diagnose, and solve problems within given rules
Work independently on complex tasks and unique situations
Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations

Requirements

What you’ll need

4–6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred
Bachelor’s degree required; Business Administration, Finance and Accounting preferred
Any other related discipline or commensurate work experience considered
Technical proficiency gained through education and/or business experience
Advanced proficiency in Treasury Management
Advanced proficiency in Cash Management
Advanced proficiency in Payment Technologies
Advanced proficiency in Financial Analysis
Advanced proficiency in Risk Assessment
Advanced proficiency in Quality Assurance Auditing
Advanced proficiency in Regulatory Compliance
Advanced proficiency in Data Analysis Reporting
Advanced proficiency in Problem Solving
Advanced proficiency in Time Management
Advanced proficiency in being Detail-Oriented

Benefits

Comp & perks

Performance-based incentives
Discretionary bonuses
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones