Treasury & Payments Solutions Associate

BMO; Chicago (IL); On-site; USD 95,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO is seeking an Associate for Treasury & Payment Solutions in Chicago. You will provide sales, onboarding, portfolio management, and client support to senior leaders, coordinating across internal teams to execute pricing, onboarding, and implementation tasks with precision.

Ideal candidates have 2–5 years in treasury or related financial services, a bachelor's degree or equivalent, and familiarity with Salesforce and pricing processes. Strong communication and analytical skills are essential.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• CTP designation, progress toward CTP, or treasury-related certification preferred.
• 2-5 years of experience in treasury management, cash management, banking, or related financial services.

Responsibilities

• Act as day-to-day support partner to assigned Vice Presidents and Directors.
• Coordinate onboarding, pricing proposals, and client requests.
• Maintain accurate Salesforce opportunities, call activity, notes, and pipeline information.
• Support pricing, billing, and portfolio management activities.

Skills

Ownership mindset

Multi-priority management

Communication skills

Attention to detail

Problem solving

Collaboration

Analytical skills

Client focus

Sales support

Education

Bachelor's degree or equivalent

CTP designation or treasury certification preferred

Tools

Salesforce

Excel

PowerPoint

Word

Job description

BMO is seeking an Associate for Treasury & Payment Solutions in Chicago. You will provide sales, onboarding, portfolio management, and client support to senior leaders, coordinating across internal teams to execute pricing, onboarding, and implementation tasks with precision.

Ideal candidates have 2–5 years in treasury or related financial services, a bachelor's degree or equivalent, and familiarity with Salesforce and pricing processes. Strong communication and analytical skills are essential.