Treasury Advisor – Sponsor Finance

BMO U.S.

Treasury Advisor delivering treasury solutions to US Commercial Bank clients, supporting development, pricing, and engagement in service implementation.

Posted 6/4/2026full-timeLos Angeles • California • 🇺🇸 United StatesMid-LevelSenior💰 $69,000 - $127,800 per yearWebsite

About the role

Key responsibilities & impact

Support development and presentation of treasury solutions for TPS clients.
Assist with sales activities including proposals, pricing, and pipeline management.
Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank's Treasury products and services.
Collaborate with Service and Onboarding teams to ensure smooth client implementation experience and service resolution.
Maintain accurate records and reporting to track performance and client activity on Salesforce alongside aligned Treasury Consultant.
Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.
Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.

Requirements

What you’ll need

Bachelor’s degree required
4–6 years of experience in banking, fintech, or corporate treasury
Strong analytical and data interpretation skills; proficiency with Excel and reporting tools
Advance level of knowledge of treasury products (e.g., liquidity management, payment solutions)
Excellent communication and organizational skills; ability to manage multiple priorities

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

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 & Tools

data analysisfinancial analysisExcelreporting toolstreasury productsliquidity managementpayment solutions

Soft Skills

analytical skillscommunication skillsorganizational skillsability to manage multiple priorities

Certifications

Bachelor’s degree