Sr. Client Onboarding Advisor

Bank of Montreal; Chicago (IL); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Financial Group is seeking a Client Onboarding Advisor to serve as the single point of contact for onboarding commercial, capital markets, and middle-market clients. You will advocate for clients and ensure timely, successful implementation and ongoing maintenance of products and services.

You will navigate the bank, coordinate with Treasury Sales Partners, Relationship Managers and other stakeholders to deliver a seamless onboarding experience and build strong working relationships with

Qualifications

• 4–6 years of relevant experience and a post-secondary degree or equivalent combination of education and experience.
• 10 years of exposure to the bank with comprehensive knowledge of treasury, payments, and commercial businesses.
• Strong communication, relationship building, and managing skills.
• Ability to learn moderate to complex treasury products and train clients during onboarding.
• Strong organizational skills and proficiency with Office 365 and learning bank systems.
• Technical proficiency gained through education and/or business experience.
• Excellent verbal & written communication, collaboration, analytical & problem-solving skills, influence skills, and data-driven decision making.

Responsibilities

• Support end-to-end implementation and maintenance of products and services.
• Deliver solutions to clients within desired timeframes.
• Provide input to product rollouts and participate in sales calls.
• Act as a trusted advisor, influencing and negotiating to achieve business objectives.
• Assist in strategic planning and identify emerging issues and trends.
• Work with complex and custom implementations, developing solutions based on business strategy.
• Build effective relationships with internal/external stakeholders.
• Lead or participate in defining client and internal stakeholder communications in a timely manner.
• Collaborate with internal stakeholders to analyze special client needs.
• Perform end-to-end implementation and setups for client onboarding.
• Facilitate internal/external kickoff meetings and ensure timely updates.
• Document solutions and manage legal and setup documentation processes.
• Ensure clients are trained and prepared to utilize solutions.
• Provide ongoing post-onboarding support to newly onboarded relationship.

Skills

Client onboarding

Relationship building

Communication

Training clients

Analytical thinking

Problem solving

Education

Post-secondary degree

Tools

Office 365

Banking systems

CRM systems

Job description

Application Deadline:

10/09/2025

Address:
320 S Canal Street

Job Family Group:
Customer Shared Services

Summary of Role:

The Client Onboarding Advisor serves as the single point of contact for onboarding commercial, capital markets, and emerging middle market clients. They advocate for clients, ensuring timely and successful implementation and maintenance of products and services. Navigating the bank, coordinating with internal and external stakeholders to deliver a seamless client onboarding experience. Will need to build strong working relationships with clients, Treasury Sales Partners, Relationship Managers including other team members.

Responsibilities:

• Support end-to-end implementation and maintenance of products and services.
• Deliver solutions to clients within desired timeframes.
• Provide input to product rollouts and participate in sales calls.
• Act as a trusted advisor, influencing and negotiating to achieve business objectives.
• Assist in strategic planning and identify emerging issues and trends.
• Work with complex and custom implementations, developing solutions based on business strategy.
• Build effective relationships with internal/external stakeholders.
• Lead or participate in defining client and internal stakeholder communications in a timely manner.
• Collaborate with internal stakeholders to analyze special client needs.
• Perform end-to-end implementation and setups for client onboarding.
• Facilitate internal/external kickoff meetings and ensure timely updates.
• Document solutions and manage legal and setup documentation processes.
• Ensure clients are trained and prepared to utilize solutions.
• Provide ongoing post-onboarding support to newly onboarded relationship.

Qualifications:

• 4-6 years of relevant experience and post-secondary degree or equivalent combination of education and experience.
• 10 years of exposure to the bank with comprehensive knowledge of treasury, payments, and commercial businesses.
• Strong communication, relationship building, and managing skills.
• Ability to learn moderate to complex treasury products and train clients during onboarding.
• Strong organizational skills, ability to leverage Office 365, and learn various bank systems.
• Technical proficiency gained through education and/or business experience.
• In-depth verbal & written communication skills, collaboration & team skills, analytical & problem-solving skills, influence skills, and data-driven decision making.

Salary:

$57 500,00 – $106 500,00

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 email to [e-mail] and let us know the nature of your request and your contact information.