Senior Treasury Consultant - Specialty Sectors; Food, Consumer & Agribusiness

Senior Treasury Consultant – Specialty Sectors (Food, Consumer & Agribusiness)

Join BMO U.S. as a senior sales advisor responsible for managing a portfolio of commercial clients and prospects, driving revenue growth, and delivering comprehensive treasury solutions.

As a Treasury Consultant, you will serve as a senior sales advisor managing a portfolio of commercial clients, driving revenue growth, and delivering comprehensive treasury solutions. The role requires strategic relationship management, consultative selling, and collaboration across internal teams to ensure an exceptional client experience.

• Manage and grow a portfolio of commercial 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.
• Conduct regular client business reviews, address issues, and provide insights on liquidity management, payment optimization, and risk mitigation strategies.
• Analyze financial, company, and industry data to determine clients’ needs 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 to enhance the bank’s brand and stay updated on market trends.
• Coach Treasury Advisors and Portfolio Managers on skills required to progress to the Treasury Consultant role.

• 7+ years of relevant experience in sales and treasury management, financial operations or risk management in a corporate or banking environment.
• Bachelor’s degree required;
  Master’s degree preferred in Business Administration, Finance or Accounting.
• Seasoned professional with a combination of education, experience and industry knowledge.
• CTP preferred.

Salary: $ – $ (Salaried). Commissions may be available.

BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Additional perks include performance‑based incentives and discretionary bonuses.

BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO will be considered BMO property and no fee will be paid for placement resulting from receipt of an unsolicited resume.

BMO is committed to creating lasting, positive change for our customers, communities and people. We welcome talent from diverse backgrounds; equal employment opportunities are guaranteed.

BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, transgender status, and other protected characteristics. We also consider applicants with criminal histories consistent with applicable law and provide reasonable accommodations for individuals with disabilities.