Treasury Consultant – Institutional Markets

BMO U.S.

Senior Treasury Consultant at BMO managing public sector client portfolios and driving revenue growth through tailored treasury solutions. Requires strategic relationship management and consultative selling skills.

Posted 6/3/2026full-timeSan Jose • California • 🇺🇸 United StatesSeniorLead💰 $122,400 - $228,000 per yearWebsite

About the role

Key responsibilities & impact

Manage and grow a portfolio of public sector 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.

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 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
7+ years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

treasury managementsales productiondata analysisfinancial analysisreportingcash managementpayment optimizationrisk mitigationExcelconsultative solutions

Soft Skills

communicationnegotiationorganizationalrelationship managementanalyticalstrategic planningclient successproblem-solvingcollaborationinsight generation

Certifications

Bachelor's degreeCTP