Client Onboarding Advisor

Join an award-winning team and make your mark delivering exceptional experiences to BMO’s commercial clients.As aClient OnboardingAdvisorin BMO’s Treasury & Payment Solutions group, you will be part of a division that issetting industry standardsfor innovation and client service. BMO is a top-tier bank – recognized as aBest Commercial Bankin North America and renowned for itsdigitally-driven, customer-centric solutions– and our TPS unit leads from the front. In fact, BMO’s TPS team recently garnered multiple prestigious awards (including honors for customer experience excellence and digital innovation), underlining theworld-class caliberof the projects and people you’ll be working with. 

Why this role matters:When businesses join BMO, their journey starts with our team. You will play amission-critical rolein ensuring new commercial clients have an outstanding onboarding experience – setting them up for success from day one. It’s an exciting opportunity to work on some of themost interesting and challenging projects in the bank, implementing solutions that directly help companiesthat choose BMO as their banking partnerthrive and grow. Every day, you’ll collaborate with colleagues across BMO to deliver solutions that earn client trust and satisfaction. Your work will havetangible impact: from simplifying complex financial setups to delivering on BMO’s promise of aseamless, “One Client” experience.

What’s in it for you:By joining BMO’sfast-growing TPS team(with net revenue expanding at a double-digit pace), you position yourself at the cutting edge of financial services innovation and client service excellence. You’ll be mentored by industry leaders and work alongside colleagues who arepassionate, skilled, and purpose-driven. BMO takes pride in its supportive, inclusive culture – we provide the tools and encouragement to help youshine and advance. As one of our team members puts it,“working with us means being part of a team of talented, passionate individuals... delivering great customer experiences”. In this environment,top performance is recognized and rewarded: you’ll have access to professional development, opportunities to take on new challenges as we grow, and the satisfaction of building along-term career at a bank that truly invests in its people. If you’re excited by the idea of helping shapeaward-winning client journeysat a bank where innovation and customer success are celebrated, then we can’t wait to welcome you to BMO. 

As aClient OnboardingAdvisorin BMO’s rapidly growingNorth AmericanTreasury & Payment Solutionsbusiness, you willmanage end-to-end onboarding of clientsfor ouraward-winningcash management and payment solutions. In this individual contributor role, you serve as atrusted guide for newand existing commercial and capital marketsclients, ensuring they experience a smooth, positive transition onto BMO’s platforms. You will work within a collaborative environment that values innovation, customer focus, and a commitment to BMO’s high standards of quality, compliance, andexceptional customer experience. This role offers a path for growth and development within BMO’s dynamic Commercial Banking team, where new ideas and continuous improvement arewidelycelebratedand rewarded. 

Key Responsibilities:

• Manage ClientfacingImplementations:Coordinate and execute the full client onboarding lifecycleof enabling cash management products, such as Digital portal, domestic and international payments, ISO, Complex integrations with client treasury workstation– from initial kickoff through configuration, testing, and launch. Ensure each client’s solution is set up correctly, on schedule, within scope, and meets all quality and compliance requirements. 

• Client-Facing Support and Guidance:Act as theprimary point of contactfor clients during onboarding. Communicate regularly to provide updates, answer questions, and offer guidance. Translate technical information into clear, user-friendly terms, so clients feel confident and supported in adopting BMO’s solutions. 

• Solution Configuration & Testing:Configure banking and cash management products to align with each client’s needs and BMO’s standards. Conduct thorough testing  to validate that solutions work as intended, ensuring a seamless go-liveand ensure top notch customer satisfaction scores

• Process Improvement & Innovation:Bring a continuous improvement mindset to the team.Use innovative tools in your daily tasks, such as AI agents.Identify gaps or inefficiencies in current onboarding processes and recommend enhancements to improve efficiency andclient satisfaction– be part of the innovative team! Stay alert to new technologies and feedback from clients to help our team refine practices and remainfuture-readyin the evolving marketplace. 

• Client Training and Post-Go-Live Support:Ensure clients are well-prepared for success. Provide or coordinate training for end-users (e.g. client teams) to facilitatesmooth adoptionof BMO’s solutions. After go-live, remain available to promptly address any technical inquiries and support clients in leveraging the product to its full potential, reinforcing BMO’s commitment to excellent service. 

• Collaborate with client facing dedicated service advisors to ensure full service continuity for clients 

Qualifications & Ideal Candidate Profile:

• Experience:3–5 years of experience in banking, fintech, or client implementation roles, preferably with exposure tocash management or financial product onboarding. A track record of coordinating projects or customer onboarding processes is highly desirable. 

• Education:Bachelor’s degree in Business, Finance, or a related field is preferred (equivalent work experience will be considered). Relevant certifications (e.g., Project Management, process improvement methodologies) are a plus. 

• Client-Centric Skills:Excellentcommunication and interpersonal skills, with the ability to explain complex concepts in simple terms and provide top-notch customer service. Demonstrated skill in building positive relationships with clients and understanding their needs.Customer-focused mindsetis essential.

• Problem Solving & Detail Orientation:Strong analytical andproblem-solving abilities. Attention to detail in managing data and documentation to ensure accuracy and compliance. Comfort in performing testing and using data analysis tools to troubleshoot issues and verify solutions. 

• Collaboration:A team player who works well with diverse stakeholders. Proven ability to coordinate across departments and functions to drive projects forward. Adaptability and creativity in working with others to find solutions (able to “think creatively and propose new solutions” to challenges). 

• Professionalism & Growth Mindset:Self-motivated and able to work independently on complex, non-routine tasks. Eager to learn and grow in afast-paced, evolving businessenvironment, keeping up with industry changes and contributing to the team’s continuous improvement efforts. Aligns withBMO’s valuesof integrity, inclusion, and driving progress for customers and colleagues.