Treasury & Payments Solutions Associate

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accidental & life insurance

Retirement savings plans

Job summary

Bank of Montreal in Chicago seeks an Associate to coordinate sales, onboarding, pricing, and portfolio administration for Treasury & Payment Solutions leaders. The role requires strong ownership, collaboration across internal teams, and meticulous client service.

The candidate will manage AML/KYC, prepare pricing analyses, track implementation milestones, and ensure accurate documentation and billing. Excellent communication and Excel/Salesforce skills are essential.

Qualifications

• Bachelor's degree or equivalent required.
• 2–5 years in treasury, banking, or related services.
• Knowledge of TPS products, AML/KYC, onboarding, and pricing processes.

Responsibilities

• Act as day-to-day support for VPs/Directors on TPS products and pricing.
• Coordinate onboarding, AML/KYC, and account setup tasks.
• Prepare pricing analyses, RFP responses, and client reviews.
• Maintain Salesforce opportunities and portfolio records.
• Monitor pricing maturities, waivers, and billing-related activities.

Skills

Ownership mindset

Multi-tasking

Organizational skills

Communication skills

Analytical skills

Problem-solving

Excel

PowerPoint

Salesforce

Education

Bachelor's degree or equivalent

CTP designation or treasury certification preferred

Tools

Salesforce

Excel

PowerPoint

Word

Job description

Bank of Montreal in Chicago seeks an Associate to coordinate sales, onboarding, pricing, and portfolio administration for Treasury & Payment Solutions leaders. The role requires strong ownership, collaboration across internal teams, and meticulous client service.

The candidate will manage AML/KYC, prepare pricing analyses, track implementation milestones, and ensure accurate documentation and billing. Excellent communication and Excel/Salesforce skills are essential.