Treasury & Payments Solutions Analyst – Client Success

bmo; Chicago (IL); On-site; USD 72,000 - 88,000; Full time

Job summary

BMO in Chicago, IL is seeking an Analyst to support Treasury & Payment Solutions, coordinating client onboarding, pricing, and portfolio administration. You will work with Sales Officers, product teams, and client service colleagues to manage onboarding, documentation, and client requests.

The role emphasizes organization, proactive communication, and the ability to handle a high volume of work in a fast-paced environment.

Qualifications

• Experience coordinating onboarding and implementation activities.
• Experience in pricing, billing support, and Salesforce documentation.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.
• Identify and elevate potential operational, compliance, documentation, implementation, or client.

Job description

BMO in Chicago, IL is seeking an Analyst to support Treasury & Payment Solutions, coordinating client onboarding, pricing, and portfolio administration. You will work with Sales Officers, product teams, and client service colleagues to manage onboarding, documentation, and client requests.

The role emphasizes organization, proactive communication, and the ability to handle a high volume of work in a fast-paced environment.