Client Onboarding Advisor

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Client Onboarding Advisor

mid · Consulting

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Join an award-winning team and make your mark delivering exceptional experiences to BMO’s commercial clients. As a Client Onboarding Advisor in BMO’s Treasury & Payment Solutions group, you will be part of a division that is setting industry standards for innovation and client service. BMO is a top-tier bank – recognized as a Best Commercial Bank in North America and renowned for its digitally-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 the world-class caliber of 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 a mission-critical role in 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 the most interesting and challenging projects in the bank, implementing solutions that directly help companies that choose BMO as their banking partner thrive and grow. Every day, you’ll collaborate with colleagues across BMO to deliver solutions that earn client trust and satisfaction. Your work will have tangible impact: from simplifying complex financial setups to delivering on BMO’s promise of a seamless, “One Client” experience.

What’s in it for you: By joining BMO’s fast-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 are passionate, skilled, and purpose-driven. BMO takes pride in its supportive, inclusive culture – we provide the tools and encouragement to help you shine 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 a long-term career at a bank that truly invests in its people. If you’re excited by the idea of helping shape award-winning client journeys at a bank where innovation and customer success are celebrated, then we can’t wait to welcome you to BMO.  

As a Client Onboarding Advisor in BMO’s rapidly growing North American Treasury & Payment Solutions business, you will manage end-to-end onboarding of clients for our award-winning cash management and payment solutions. In this individual contributor role, you serve as a trusted guide for new and existing commercial and capital markets clients, 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, and exceptional customer experience. This role offers a path for growth and development within BMO’s dynamic Commercial Banking team, where new ideas and continuous improvement are widely celebrated and rewarded.  

Key Responsibilities: 

• Manage Client facing Implementations: Coordinate and execute the full client onboarding lifecycle of 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 the primary point of contact for 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-live and 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 and client satisfaction – be part of the innovative team!  Stay alert to new technologies and feedback from clients to help our team refine practices and remain future-ready in 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 facilitate smooth adoption of 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 to cash 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: Excellent communication 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 mindset is essential. 

• Problem Solving & Detail Orientation: Strong analytical and problem-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 a fast-paced, evolving business environment, keeping up with industry changes and contributing to the team’s continuous improvement efforts. Aligns with BMO’s values of integrity, inclusion, and driving progress for customers and colleagues.  

Salary:

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.