Treasury Management & Payments Analyst (CADP)

BMO; United States; On-site; USD 45,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Treasury Analyst Development Program participant for the Chicago area. The role focuses on treasury management, client engagement, and delivering tailored financial solutions to corporate clients.

Training and hands-on experience will prepare you for a full-time Treasury Advisor role within the Treasury Payment Solutions business. The program targets new graduates with a December 2026 or Spring 2027 graduation timeline.

Qualifications

• 3–5 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Any other related discipline or commensurate work experience considered.
• Specialized knowledge from education and/or business experience.
• Intermediate level of proficiency: Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, Quality Assurance, Auditing, Regulatory Compliance, Data Analysis, Reporting, Problem Solving, Time Management, Detail-Oriented

Responsibilities

• Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions.
• Monitors implementation activities to ensure alignment with timelines.
• Provides tailored treasury management solutions and optimizes sales processes to enhance client experiences and business outcomes.
• Manages sales processes, client engagement and outcomes.
• Responds to client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses.
• Initiates sales calls, presenting products, sharing industry updates, and maintaining proactive client communication.
• Supports tracking and managing client requests, ensuring implementation activities are aligned with timelines and outcomes.
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions.

Skills

Treasury management

Financial analysis

Risk assessment

Regulatory compliance

Data analysis

Problem solving

Time management

Detail oriented

Relationship building

Sales and client engagement

Education

Bachelor’s degree

Job description

BMO Financial Group is seeking a Treasury Analyst Development Program participant for the Chicago area. The role focuses on treasury management, client engagement, and delivering tailored financial solutions to corporate clients.

Training and hands-on experience will prepare you for a full-time Treasury Advisor role within the Treasury Payment Solutions business. The program targets new graduates with a December 2026 or Spring 2027 graduation timeline.