Analyst, Corporate Banking- Treasury & Payment Solutions

Socket.dev; Illinois; On-site; USD 70,000 - 90,000; Full time

Job summary

BMO Financial Group in Chicago is seeking an Analyst to support the Treasury & Payment Solutions team. You will coordinate onboarding, AML/KYC, and documentation while assisting with pricing, billing, and client reviews.

As a key member of TPS, you will maintain Salesforce records, prepare material for CBRS, and collaborate with Sales Officers and product partners to manage a high-volume client portfolio with accurate, timely deliverables.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• CTP designation, progress toward CTP, or other treasury-related certification is an asset.

Responsibilities

• Act as day-to-day support partner to Sales Officers and provide responsive support for client and internal partner requests.
• Coordinate onboarding activities including AML/KYC, account opening, documentation collection, and service setup.
• Prepare pricing proposals, pricing validation, and ensure accurate reflection in client setup and billing.
• Maintain accurate Salesforce opportunities, call activity, notes, and pipeline updates.
• Identify risks, dependencies, and next steps; communicate proactively to stakeholders.
• Support portfolio reports, client trend analysis, and opportunity identification.

Skills

Organization

Attention to detail

Communication

Analytical skills

Prioritization

Education

Bachelor's degree

CTP designation (asset)

Tools

Salesforce

Excel

PowerPoint

Docs/CRM systems

Job description

Application Deadline: 09/30/2026

Address: 320 S Canal Street

Job Family Group: Capital Mrkts Sales & Service

Please note the base salary for this role is $80,000 USD.

The Analyst is a key member of the Treasury & Payment Solutions (TPS) team and provides sales, implementation, portfolio management, analytical, and client support to Treasury & Payment Solutions Vice Presidents and Directors. The role supports assigned client portfolios by coordinating client requests, onboarding and implementation activities, pricing and billing support, Salesforce documentation, Client Business Reviews, and portfolio administration.

The Analyst works closely with Sales Officers, Corporate and Investment Banking partners, product teams, implementation partners, documentation teams, and client service colleagues. Success in the role requires strong organization, attention to detail, proactive communication, sound judgment, and the ability to manage a high volume of work with competing priorities in a fast-paced client environment.

Sales Officer & Client Support

• Act as a day-to-day support partner to assigned Sales Officers and provide responsive support for client and internal partner requests.
• Gather and organize information required to advance opportunities through the sales process, including client requirements, product information, implementation details, and supporting documentation.
• Prepare pre-call planning materials, client and prospect research, pitchbooks, RFP responses, Client Business Reviews (CBRs), and post-meeting follow-up materials.
• Support client communications regarding product information, pricing, onboarding requirements, implementation status, and service requests, with guidance from the Sales Officer as appropriate.
• Coordinate internal resources and partners to support sales, onboarding, implementation, and portfolio activities.
• Provide clear status updates and proactively identify open actions, dependencies, timing risks, and items requiring escalation.

Implementation & Onboarding Support

• Coordinate onboarding activities, including AML/KYC requirements, account opening, documentation collection, implementation requests, and service setup.
• Prepare and submit implementation and account-opening requests using established systems, procedures, and available job aids.
• Track implementation milestones and follow up with clients and internal partners on outstanding requirements.
• Coordinate with Solution Delivery Consultants, documentation teams, product partners, and client service teams as appropriate.
• Validate that required client, product, billing, and documentation information is complete before submission.
• Escalate delays, risks, client concerns, or unresolved dependencies when additional support is required.

Pricing, Billing & Deposit Support

• Support preparation of pricing proposals, repricing requests, Deposit Pricing Models (DPM), Pricing Exception Tool (PET) requests, and waiver requests.
• Gather required financial information and prepare clear supporting rationale for pricing and approval requests, with guidance as appropriate.
• Assist with preliminary billing reviews, pricing validation, service setup review, and waiver-renewal tracking.
• Help confirm that approved pricing, rates, services, and waivers are accurately reflected in client setup and billing.
• Support accurate documentation and setup practices that reduce operational risk and rework.

Portfolio Management & Salesforce Discipline

• Maintain accurate and timely Salesforce opportunities, call activity, notes, pipeline updates, and portfolio records.
• Participate in portfolio review and pipeline discussions with Sales Officers and coverage partners.
• Track client opportunities, implementation status, pricing renewals, waiver expirations, service changes, and account-maintenance requests.
• Support preparation of portfolio reports, client trend analysis, and opportunity identification using available financial and transaction information.
• Maintain current and complete client documentation in applicable systems and files.
• Use available internal systems, prior examples, procedures, and job aids to research and validate information before submission or escalation.

Communication, Ownership & Execution

• Take ownership of assigned work and maintain visibility from intake through completion.
• Identify next steps, dependencies, risks, and required follow-up activities with guidance appropriate to experience level.
• Manage multiple priorities and competing deadlines while maintaining accuracy and service quality.
• Communicate proactively when a deadline, client request, or implementation activity is at risk.
• Ask timely, well-framed questions and apply prior coaching and available resources to new assignments.
• Collaborate effectively across teams and contribute to a culture of accountability, continuous learning, and client focus.

Risk, Controls & Client Experience

• Identify and escalation potential operational, compliance, documentation, implementation, or client-service risks.
• Complete assigned work in accordance with applicable policies, procedures, standards, and controls.
• Support timely completion of AML/KYC, account-opening, implementation, and documentation requirements.
• Maintain the accuracy and completeness of work products and self-review deliverables before submission.
• Contribute to a consistent and professional client experience across communications and deliverables.

Education

• Bachelor's degree or equivalent combination of education and relevant experience.
• CTP designation, progress toward CTP, or other treasury-related certification is an asset.

Experience

• 1–3 years of experience in treasury management, cash management, banking, implementation support, client service, sales support, operations, risk, analytics, or a related financial-services environment.
• Experience supporting corporate, commercial, institutional, or financial-services clients is preferred.
• Experience coordinating documentation, onboarding, implementation, pricing, reporting, or portfolio-management activities is an asset.
• Experience working in a high-volume environment with multiple stakeholders and competing deadlines is preferred.

Knowledge

• General knowledge of banking, cash management, or treasury management concepts.
• Basic understanding of payments, receivables, liquidity, information reporting, fraud mitigation, account services, and digital banking channels is preferred.
• Basic understanding of onboarding, implementation, account opening, pricing, billing, and client-service workflows is preferred.
• Awareness of risk management, compliance, AML/KYC, and operational-control requirements.

Skills & Competencies

• Strong organization, attention to detail, and commitment to accurate execution.
• Ability to manage multiple tasks, establish priorities, and meet agreed deadlines.
• Clear, concise, and professional written and verbal communication skills.
• Strong analytical, research, and problem-solving skills.
• Ability to learn new products, systems, and processes and apply coaching to future work.
• Ability to self-review work and identify missing or inconsistent information before submission.
• Ability to collaborate effectively with clients, Sales Officers, and internal partners.
• Proficiency with Microsoft Excel, PowerPoint, Word, and Outlook.

Preferred Systems Experience

Experience with the following systems is considered an asset. Equivalent experience with comparable banking, CRM, onboarding, pricing, or client-service platforms will also be considered:

• Salesforce
• MECH / Alltel
• XAA
• APMS
• Livelink / Onboarding Hub

Success in the Role

Successful Analysts demonstrate the following as they build proficiency and progress within the role:

• Increasing ownership and follow-through on assigned client and portfolio activities.
• Accurate, timely, and complete documentation and system updates.
• Effective prioritization and proactive communication regarding deadlines, dependencies, and risks.
• Consistent use of available procedures, job aids, systems, and internal resources.
• Growing product, implementation, pricing, and portfolio-management knowledge.
• Ability to operate with increasing independence while continuing to seek guidance appropriately.
• Positive contribution to client service, team collaboration, and risk-management objectives.

Salary:

$45,000.00 - $95,000.00

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