Treasury & Payments Solutions Associate

Bank of Montreal; United States; On-site; USD 95,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

Bank of Montreal is seeking an Associate to join the Treasury & Payment Solutions (TPS) team in the United States. The role focuses on sales support, onboarding, pricing, portfolio administration, and client service for VP/Director level clients.

You will coordinate with internal partners and clients, manage onboarding activities (AML/KYC, account openings), prepare pricing analyses, and track portfolio progress. Strong communication and project coordination are essential.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• CTP designation, progress toward CTP, or treasury-related certification preferred.

Responsibilities

• Act as a day-to-day support partner to assigned Vice Presidents and Directors.
• Coordinate onboarding activities including AML/KYC requirements, account opening, implementation requests, and service setup.
• Prepare pricing analyses, business rationale, and pricing proposals for approvals.
• Maintain accurate Salesforce opportunities, call activity, notes, and pipeline information.
• Communicate status updates, risks, and dependencies to clients and internal partners.

Skills

Ownership mindset

Multitasking

Communication skills

Analytical skills

Sales support

Education

Bachelor's degree

CTP designation

Tools

Excel

PowerPoint

Word

Salesforce

Job description

Bank of Montreal is seeking an Associate to join the Treasury & Payment Solutions (TPS) team in the United States. The role focuses on sales support, onboarding, pricing, portfolio administration, and client service for VP/Director level clients.

You will coordinate with internal partners and clients, manage onboarding activities (AML/KYC, account openings), prepare pricing analyses, and track portfolio progress. Strong communication and project coordination are essential.