Treasury Consultant – Treasury & Payment Solutions

BMO U.S.

Treasury Consultant managing technology and media client portfolios for BMO's Treasury and Payment Solutions. Driving revenue growth and delivering treasury solutions through strategic relationship management.

Posted 5/15/2026full-timeChicago • Illinois, New York • 🇺🇸 United StatesSeniorLead💰 $102,000 - $190,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

treasury management salesfinancial analysisdata interpretationpricing strategiesclient proposalscash management strategiespayment systemsreporting toolsExcel

Soft Skills

client relationship managementanalytical skillscommunication skillscollaborationpresentation skills

Certifications & Qualifications

Bachelor's degreeCTP

Industry Keywords

bankingfintechportfolio managementsales productionclient implementations

About the role

Key responsibilities & impact

Manage and grow a portfolio of technology and media clients
Achieve/exceed key objectives for sales production
Partner with Relationship Managers to deepen customer relationships
Develop proposals, pricing strategies, and presentations
Regularly call on clients to conduct business reviews
Analyze financial, company, and industry data
Partner with Service and Onboarding teams to ensure seamless client implementations
Monitor portfolio performance and provide insights

Requirements

What you’ll need

Bachelor’s degree required
8+ years of experience in treasury management sales within banking or fintech
Proven ability to manage complex client relationships
Strong analytical and data interpretation skills
Proficiency with Excel and reporting tools
Deep knowledge of treasury products, payment systems, and cash management strategies
CTP preferred

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans