Treasury & Payments Solutions Associate | Corporate Banking

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

Job summary

Bank of Montreal is seeking an Associate in the Treasury & Payment Solutions team in Chicago to support VP/Directors with sales, onboarding, pricing, and portfolio management. You will coordinate AML/KYC onboarding, assist with pricing analyses, and maintain client records in Salesforce, while ensuring accurate, timely execution across multiple teams.

The role requires 2–5 years in treasury or financial services, strong communication, and a proactive ownership mindset to drive successful client

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, implementation support, client service, sales support, operations, or related financial services environment.
• Experience coordinating implementation, onboarding, pricing, billing, or portfolio management activities.
• Knowledge of Treasury & Payment Solutions products.

Responsibilities

• Act as a day-to-day support partner to VP/Directors and manage client inquiries related to TPS products, onboarding, pricing, and service requests.
• Coordinate onboarding activities including AML/KYC, account opening, and implementation requests; track milestones.
• Assist with pricing, billing, deposits, and portfolio management inputs; support pricing analyses and monthly reviews.
• Maintain Salesforce opportunities, calls, and portfolio data; participate in portfolio reviews with Sales Officers.
• Demonstrate ownership from intake to completion; communicate risks, next steps, and follow-ups.

Skills

Communication skills

Ownership mindset

Project coordination

Analytical skills

Problem-solving

Education

Bachelor's degree or equivalent

CTP designation (preferred)

Tools

Salesforce

Excel

PowerPoint

Word

Job description

Bank of Montreal is seeking an Associate in the Treasury & Payment Solutions team in Chicago to support VP/Directors with sales, onboarding, pricing, and portfolio management. You will coordinate AML/KYC onboarding, assist with pricing analyses, and maintain client records in Salesforce, while ensuring accurate, timely execution across multiple teams.

The role requires 2–5 years in treasury or financial services, strong communication, and a proactive ownership mindset to drive successful client