Strategic Client Onboarding Leader

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

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