Treasury Advisor Team Lead

Application Deadline:

03/30/2026

Address:

320 S Canal Street

Job Family Group:

Commercial Sales & Service

About the Team:

The Treasury and Payment Solutions (TPS) Sales organization within BMO’s U.S. Commercial Bank delivers cash management, card solutions, merchant services, and deposit products to clients across diverse industries. The Specialty Groups Sales team focuses on tailored solutions for key verticals such as Commercial Real Estate, Food, Consumer & Agriculture, and Sponsor Finance & Funds.

Role Overview:

As a Treasury Advisor Team Lead, you will manage a team of Treasury Advisors who provide sales support functions to senior sales professionals within BMO TPS. This leadership role entails the ability to:

• Provide strategic and management oversight, training, and coaching to both experienced and new team members in both TPS and Sales
• Partner closely with sales team lead counterparts to ensure that the team is providing the appropriate level of support to their partners and is receiving the needed guidance and opportunities from their partners to grow in the role
• Work within the BMO TPS ecosystem to help the team complete necessary client deliverables and tasks with the right level of urgency, a focus on client satisfaction, and adherence to risk and compliance standards.

Key Responsibilities:

• Leadership & Team Development:• Recruit, mentor, and manage a team of Treasury Advisors, fostering a culture of collaboration, accountability, and continuous improvement.
• Provide coaching and guidance to enhance product knowledge, sales effectiveness, and client engagement skills.

• Sales Strategy & Execution:• Partner with Treasury Consultants and Specialty Group team leaders to align team activities with overall sales strategies and revenue goals.
• Oversee development and delivery of TPS content, ensuring quality and consistency across proposals and presentations.

• Operational Excellence:• Monitor team performance metrics, pipeline activity, and client engagement through Salesforce and other reporting tools.
• Ensure timely and accurate execution of pricing, proposals, and onboarding processes; escalating to TPS partners as needed

• Risk & Compliance:• Maintain adherence to regulatory requirements, internal controls, and compliance standards across all team activities.
• Proactively identify and mitigate operational risks.

-------------------------------------------------------------------------------------------------------------------------------------------------------------

Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes.

Responsibilities:

• Manages complex client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
• Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement.
• Promotes new business opportunities by building client relationships, cross-selling treasury solutions, and leveraging external networks.
• Coordinates deal closures by collaborating with internal teams, external stakeholders, and clients to ensure agreements are finalized effectively and in compliance with organizational standards.
• Ensures the accuracy of documentation for cash management services, reviewing service agreements and maintaining compliance with internal policies and guidelines.
• Proactively resolves discrepancies in client documentation and maturity reports, ensuring records are accurate and risks are mitigated efficiently.
• Monitors client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
• Serves as a subject matter expert to stakeholders, addressing treasury and payment-related challenges, and providing insights to improve processes and solutions.
• Advises clients on specialized cash flow and liquidity management strategies, offering tailored recommendations to enhance operational efficiency and financial planning.
• Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
• Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
• Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
• Fosters a culture aligned to BMO's purpose, values and strategy and role models BMO's values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow-through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Bachelor’s degree required; advanced degree preferred.
• 6–8 years of experience in banking, treasury, or financial services, with at least 3 years in a leadership or senior role.
• Strong knowledge of treasury products (e.g., liquidity management, payment solutions) and industry trends.
• Proven ability to lead teams, manage priorities, and drive results in a fast-paced environment.
• Excellent communication, analytical, and organizational skills

Intermediate level of proficiency:

• Structuring Deals
• People Management

Advanced level of proficiency:

• Treasury Management
• Cash Management
• Payment Technologies
• Financial Analysis
• Risk Assessment
• Quality Assurance Auditing
• Regulatory Compliance
• Data Analysis Reporting
• Sales CRM
• Problem Solving
• Collaboration

Salary:

$74,000.00 - $138,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It 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, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with 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’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

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 [email protected] and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.