Associate, Corporate Banking- Treasury & Payment Solutions

BMO • Chicago, IL

2d • $55,000 - $120,000

About The Position

The Associate is a key member of the Treasury & Payment Solutions (TPS) team, providing sales, implementation, portfolio management, and client support to Treasury & Payment Solutions Vice Presidents and Directors. The role coordinates between clients, internal partners, implementation teams, product specialists, and Sales Officers to ensure client requests, onboarding, pricing proposals, portfolio administration, and implementation projects are completed accurately and efficiently.

The successful candidate demonstrates ownership, proactive follow-through, sound judgment, attention to detail, and the ability to manage multiple priorities in a fast-paced, client-focused environment. The role requires strong communication and problem-solving skills, independent work, and effective collaboration across teams.

The Associate supports Sales Officers and clients, coordinates onboarding and implementation, assists with pricing, billing, and deposit management, and maintains portfolio records and Salesforce information. They monitor milestones, pricing renewals, waivers, and client requests; prepare analyses and client materials; communicate progress and risks; and escalate issues when needed. Success includes accurate administration, effective client and implementation management, proactive prioritization, and increasing independence while supporting broader team objectives.

Requirements

• Bachelor's degree or equivalent combination of education and relevant experience.
• 2–5 years of experience in treasury management, cash management, banking, implementation support, client service, sales support, operations, or a related financial services environment.
• Working knowledge of cash management, treasury management, payments, receivables, liquidity, information reporting, fraud management, and digital banking channels.
• Understanding of implementation, onboarding, account opening, pricing, and client service processes.
• Familiarity with portfolio management concepts, financial statement review, and opportunity identification.
• Understanding of risk management, compliance, AML/KYC, and operational controls.
• Strong ownership mindset and commitment to follow-through.
• Ability to manage multiple priorities and deadlines simultaneously.
• Strong organizational and project coordination skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and commitment to accuracy.
• Sound judgment and problem-solving capabilities.
• Ability to self-review work and identify potential errors before submission.
• Ability to collaborate effectively across multiple teams and stakeholders.
• Strong analytical and research skills.
• Ability to analyze data and develop meaningful client-facing insights.
• Proficiency with Excel, PowerPoint, Word, and Salesforce.

Nice To Haves

• CTP designation, progress toward CTP, or a treasury-related certification.
• Experience supporting corporate and commercial clients.
• Experience coordinating implementation, onboarding, pricing, billing, or portfolio management activities.
• Knowledge of Treasury & Payment Solutions products.
• Experience with Salesforce, XAA, DPM/PET, TPS Advantage, Livelink/Onboarding Hub, MECH/Alltel, APMS, OLBB, or Spend Dynamics.

Responsibilities

• Act as a day-to-day support partner to assigned Vice Presidents and Directors.
• Serve as a key contact for client inquiries about TPS products, pricing, onboarding requirements, implementation status, and service requests.
• Gather and organize information to advance opportunities through the sales process.
• Prepare pre-call planning materials, client and prospect research, pitchbooks, RFP responses, and Client Business Reviews.
• Coordinate internal resources and partners to support sales, onboarding, and implementation activities.
• Communicate status updates, risks, dependencies, and outstanding action items proactively.
• Coordinate onboarding activities, including AML/KYC requirements, account opening, implementation requests, and service setup.
• Submit implementation requests accurately through established systems and workflows.
• Track implementation milestones and follow up with clients and internal partners on outstanding requirements.
• Coordinate Solution Delivery Consultants, documentation teams, and implementation partners as appropriate.
• Escalate delays, risks, client concerns, and issues requiring management support.
• Support project management for larger or more complex implementations.
• Support pricing proposals, repricing requests, Deposit Pricing Models, Pricing Exception Tool requests, and waiver approvals.
• Prepare financial inputs, pricing analyses, and business rationale for approval requests.
• Assist with monthly portfolio pricing reviews and preliminary billing reviews.
• Monitor pricing maturities, waiver expirations, and related portfolio requirements.
• Help ensure client pricing, rates, services, and billing structures are implemented accurately.
• Support Operational Risk Event mitigation through accurate documentation and setup practices.
• Maintain accurate Salesforce opportunities, call activity, notes, and pipeline information.
• Participate in portfolio reviews and pipeline discussions with Sales Officers and coverage partners.
• Maintain accurate portfolio records and supporting client documentation.
• Monitor portfolio activities, including pricing renewals, waivers, implementation status, and account maintenance requests.
• Help identify client opportunities through portfolio analysis, transaction review, and financial statement analysis.
• Use internal systems and reporting tools to support portfolio management and client planning.
• Own assigned work from intake through completion; identify next steps, dependencies, risks, and follow-up activities.
• Manage competing priorities while maintaining accuracy and service quality.
• Communicate effectively with clients, internal partners, and senior team members; use judgment to identify and escalate issues.
• Support a culture of accountability, collaboration, continuous learning, and client focus.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in the total compensation package.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level