Associate, Corporate Banking- Treasury & Payment Solutions

Bank of Montreal; Chicago (IL); On-site; USD 95,000 - 105,000; Full time

Job summary

Bank of Montreal is seeking an Associate in the Treasury & Payment Solutions team in Chicago to support VP/Directors with sales, onboarding, pricing, and portfolio management. You will coordinate AML/KYC onboarding, assist with pricing analyses, and maintain client records in Salesforce, while ensuring accurate, timely execution across multiple teams.

The role requires 2–5 years in treasury or financial services, strong communication, and a proactive ownership mindset to drive successful client

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• CTP designation, progress toward CTP, or treasury-related certification preferred.
• 2-5 years of experience in treasury management, cash management, banking, implementation support, client service, sales support, operations, or related financial services environment.
• Experience coordinating implementation, onboarding, pricing, billing, or portfolio management activities.
• Knowledge of Treasury & Payment Solutions products.

Responsibilities

• Act as a day-to-day support partner to VP/Directors and manage client inquiries related to TPS products, onboarding, pricing, and service requests.
• Coordinate onboarding activities including AML/KYC, account opening, and implementation requests; track milestones.
• Assist with pricing, billing, deposits, and portfolio management inputs; support pricing analyses and monthly reviews.
• Maintain Salesforce opportunities, calls, and portfolio data; participate in portfolio reviews with Sales Officers.
• Demonstrate ownership from intake to completion; communicate risks, next steps, and follow-ups.

Skills

Communication skills

Ownership mindset

Project coordination

Analytical skills

Problem-solving

Education

Bachelor's degree or equivalent

CTP designation (preferred)

Tools

Salesforce

Excel

PowerPoint

Word

Job description

Application Deadline: 09/30/2026 Address: 320 S Canal Street Job Family Group: Capital Mrkts Sales & Service

The salary range for this role is $95,000 up to $105,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements).

Position Overview

The Associate is a key member of the Treasury & Payment Solutions (TPS) team and is responsible for providing sales, implementation, portfolio management, and client support to Treasury & Payment Solutions Vice Presidents and Directors. The role serves as a primary coordination point between clients, internal partners, implementation teams, product specialists, and Sales Officers to ensure client requests, onboarding activities, pricing proposals, portfolio administration, and implementation projects are executed accurately and efficiently. The successful candidate will demonstrate strong ownership, proactive follow-through, sound judgment, attention to detail, and the ability to manage multiple priorities in a fast-paced client-focused environment. The role requires strong communication skills, problem-solving capabilities, and the ability to work independently while collaborating effectively across multiple teams.

Key Accountabilities

Sales Officer & Client Support

• Act as a day-to-day support partner to assigned Vice Presidents and Directors.
• Serve as a key point of contact for client inquiries related to TPS products, pricing, onboarding requirements, implementation status, and service requests.
• Gather and organize information required to advance opportunities through the sales process.
• Prepare pre-call planning materials, client research, prospect research, pitchbooks, RFP responses, and Client Business Reviews (CBRs).
• Coordinate internal resources and partners to support sales, onboarding, and implementation activities.
• Proactively communicate status updates, risks, dependencies, and outstanding action items.

Implementation & Onboarding Management

• Coordinate onboarding activities including AML/KYC requirements, account opening, implementation requests, and service setup.
• Submit implementation requests accurately through established systems and workflows.
• Track implementation milestones and manage follow-up with clients and internal partners regarding outstanding requirements.
• Coordinate Solution Delivery Consultants (SDCs), documentation teams, and implementation partners as appropriate.
• Escalate delays, risks, client concerns, or issues requiring management support.
• Support project management activities associated with larger or more complex implementations.

Pricing, Billing & Deposit Management

• Support pricing proposals, repricing requests, Deposit Pricing Models (DPM), Pricing Exception Tool (PET) requests, and waiver approvals.
• Prepare accurate financial inputs, pricing analyses, and business rationale supporting approval requests.
• Assist with monthly portfolio pricing reviews and preliminary billing reviews.
• Monitor pricing maturities, waiver expirations, and related portfolio requirements.
• Help ensure client pricing, rates, services, and billing structures are accurately implemented.
• Support Operational Risk Event (ORE) mitigation through accurate documentation and setup practices.

Portfolio Management & Salesforce Discipline

• Maintain accurate Salesforce opportunities, call activity, notes, and pipeline information.
• Participate in portfolio review and pipeline discussions with Sales Officers and coverage partners.
• Maintain accurate portfolio records and supporting client documentation.
• Monitor portfolio activities including pricing renewals, waivers, implementation status, and account maintenance requests.
• Assist with identification of client opportunities through portfolio analysis, transaction review, and financial statement analysis.
• Utilize internal systems and reporting tools to support portfolio management and client planning.

Communication, Ownership & Execution

• Demonstrate ownership of assigned work from intake through completion.
• Proactively identify next steps, dependencies, risks, and required follow-up activities.
• Manage competing priorities while maintaining accuracy and service quality.
• Communicate effectively with clients, internal partners, and senior team members.
• Exercise judgment in identifying and escalating issues requiring additional support.
• Support a culture of accountability, collaboration, continuous learning, and client focus.

Education

Bachelor's degree or equivalent combination of education and relevant experience. CTP designation, progress toward CTP, or treasury-related certification preferred.

Experience

• 2-5 years of experience in treasury management, cash management, banking, implementation support, client service, sales support, operations, or related financial services environment. Experience supporting corporate and commercial clients preferred.
• Experience coordinating implementation, onboarding, pricing, billing, or portfolio management activities preferred.
• Knowledge of Treasury & Payment Solutions products preferred.

Knowledge

• Working knowledge of cash management, treasury management, payments, receivables, liquidity, information reporting, fraud management, and digital banking channels.
• Understanding of implementation, onboarding, account opening, pricing, and client service processes.
• Familiarity with portfolio management concepts, financial statement review, and opportunity identification.
• Understanding of risk management, compliance, AML/KYC, and operational controls.

Skills & Competencies

• Strong ownership mindset and commitment to follow-through.
• Ability to manage multiple priorities and deadlines simultaneously.
• Strong organizational and project coordination skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and commitment to accuracy.
• Sound judgment and problem-solving capabilities.
• Ability to self-review work and identify potential errors before submission.
• Ability to collaborate effectively across multiple teams and stakeholders.
• Strong analytical and research skills.
• Ability to analyze data and develop meaningful client-facing insights.
• Proficiency with Excel, PowerPoint, Word, and Salesforce.

Preferred Systems Experience

• Salesforce
• XAA DPM / PET TPS Advantage Livelink / Onboarding Hub
• MECH / Alltel APMS OLBB Spend Dynamics

Success in the Role

• Effective client and implementation management.
• Accurate pricing, billing, documentation, and portfolio administration.
• Proactive communication and prioritization skills.
• Effective use of internal systems and resources.
• Ability to operate with increasing independence while supporting broader team objectives.

Salary and Compensation

$55,000.00 - $120,000.00. 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.

Pay Type

Salaried

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.

Equal Employment 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.

Company Culture

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.