Sr. Treasury Advisor-West
Not Disclosed•Full-TimeOn-site
location_on5, Via Palladio, Pelican Heights, Newport Coast, Newport Beach, Orange County, California, 92657, United States
About the Team
At BMO Financial Group, we are driven by a shared Purpose: Boldly Grow the Good in business and life. This calls on us to create lasting, positive change for our customers, our communities, and our people. By working together, innovating, and pushing boundaries, we transform lives and businesses while powering economic growth around the world.
As a member of the BMO team, you are valued, respected, and heard. We strive to help you make an impact from day one, providing the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities, we support you in gaining valuable experience and broadening your skillset.
About the Role
The Sr. Treasury Advisor-West operates at the intersection of consultative sales and relationship management within the Commercial Sales & Service family. In this role, you will generate leads and close sales of treasury management and payment solutions for both new and existing clients, ensuring strict adherence to regulatory compliance.
You will serve as a strategic partner to high-value and strategic clients, managing the full Client Management Process (CMP). This involves identifying client needs, building long-term relationships, and driving acquisition strategies to grow the portfolio. Your day-to-day includes analyzing trends in overdrawn accounts to identify compliance risks, resolving document exceptions, and coordinating implementation activities to ensure alignment with timelines and outcomes.
Beyond execution, you will provide tailored treasury management solutions that help clients optimize cash flow and enhance liquidity management. You will act as a brand ambassador by attending industry forums and community events, leveraging market insights to support sales strategies and advocate for our suite of industry-leading digital products. Working independently on complex tasks, you will exercise judgment to diagnose and solve problems while collaborating with internal stakeholders to define products and strategies that best fit client needs.
Hiring Process
To apply for this position, please submit your resume through the BMO careers portal. For more details on our benefits and total rewards, including health insurance, tuition reimbursement, and retirement savings plans, please visit our Total Rewards page.
Equal Opportunity
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state, and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Work location
Work model: On-site
5, Via Palladio, Pelican Heights, Newport Coast, Newport Beach, Orange County, California, 92657, United States
Newport Beach, California
Key Responsibilities
- check_circleManage client sales inquiries related to product offerings, pricing, and implementation
- check_circleHandle the Client Management Process to identify needs and drive acquisition strategies
- check_circleAnalyze overdrawn account trends to identify compliance risks and implement escalation procedures
- check_circleResolve document exceptions and maturity report discrepancies to ensure record accuracy
- check_circleCoordinate client implementation activities to ensure alignment with timelines and outcomes
- check_circleProvide guidance on treasury management solutions to optimize cash flow and liquidity
- check_circleBuild and maintain strong relationships with high-value and strategic clients
- check_circleAnalyze client and industry data to inform customized solution strategies
- check_circleDrive advocacy and adoption of digital treasury products and solutions
Requirements
- verified4–6 years of relevant experience in treasury management, financial operations or risk management
- verifiedBachelor's degree in Business Administration, Finance and/or Accounting
- verifiedTechnical proficiency gained through education and/or business experience
Nice to Have
4 – 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment. Bachelor's degree with a concentration in Business Administration, Finance and/or Accounting.
Benefits & Perks
check_circleHealth insurance, accident insurance, and life insurancecheck_circleTuition reimbursement programcheck_circleRetirement savings planscheck_circlePerformance-based incentives and discretionary bonuses
