TPS Treasury Advisor - Chicago, IL (New Grad)

BMO • Chicago, IL

93d • $45,000 - $83,000

About The Position

You are a great communicator, team player, self-motivated, detail-oriented, critical thinker with excellent analytical skills, strong work ethic, relationship building skills, and a passion for Commercial Banking. This role will be part of BMO's Commercial Analyst Development Program (CADP). CADP is an exciting opportunity for new graduates to prepare for success and accelerate their career within Commercial Banking. Treasury Advisors will participate in intensive classroom-based training in Chicago to develop key competencies, enhance technical skills, expand their network, and gain an in-depth understanding of our business. Upon successful completion of training, Treasury Advisors will be placed in a full-time role within our Treasury Payment Solutions business. This role starts August 2026. We are actively seeking students enrolled in an undergraduate degree program, graduating December 2025 or Spring 2026.

Requirements

• Candidate should be graduating from an undergraduate degree program between December 2025 and June 2026.
• Minimum GPA of 3.2 or higher.
• Bachelor's degree required; Business Administration, Finance and Accounting preferred.
• Any other related discipline or commensurate work experience considered.
• Specialized knowledge from education and/or business experience.
• Intermediate level of proficiency in Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, Quality Assurance, Auditing, Regulatory Compliance, Data Analysis, Reporting, Problem Solving, Time Management, and Detail-Oriented.

Responsibilities

• Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.
• Monitors implementation activities to ensure alignment with timelines.
• Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes.
• Manages sales processes, client engagement and outcomes.
• Responds to client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
• Initiates sales calls, presenting products, sharing industry updates, and maintaining proactive client communication.
• Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio.
• Identifies issues in overdrawn accounts, escalating per established guidelines to ensure compliance and minimize risks.
• Assists in resolving document discrepancies and reviewing maturity reports, ensuring that all details are accurate and issues are addressed.
• Supports tracking and managing client requests, ensuring implementation activities are aligned with timelines and outcomes.
• Applies treasury management product knowledge to assist clients with tailored solutions, ensuring the optimization of cash flow, liquidity management, and overall treasury operations.
• Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
• Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
• Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
• Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree