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BMO Financial Group Sales Associate, Treasury and Payment in Chicago, Illinois


The Sales Associate role is the sales support role within the Treasury and Payment Solutions organization, accountable to provide support to Sales Professionals in ultimate support of the end client. The role is accountable for delivering effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions and by providing support for pre-sales sales activities such as presentations, bids/proposals, and requests for information. This role is accountable for providing the coordination of cash management product implementation, financial transaction set-up and providing exceptional customer service to Treasury and Payments Solutions clients. (Refer to Sales Associate matrix for Junior/Senior role differences).

Key Accountabilities

Sales Team Support

  • Acts as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.

  • Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation (AML forms, E2E/implementation forms, etc.).Provide assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning

  • Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately. This would include tracking internal reports

  • Recommend changes and improvements to sales support materials and functions based on findings and feedback.


  • Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes, ensuring the Sales professional has the information necessary to be knowledgeable about the clients/prospects business and needs.

  • Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintain up-to-date client information on Bank system/files to ensure client history is accurate and complete.


We’re here to help

At BMO Harris Bank we have a shared purpose; we put thecustomer at the center of everything we do – helping people is in our DNA. For200 years we have thought about the future—the future of our customers, ourcommunities and our people. We help our customers and our communities byworking together, innovating and pushing boundaries to bring them our very bestevery day. Together we’re changing the way people think about a bank.

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

To find out more visit us at https://bmoharriscareers.com .

BMO Harris Bank is committed to an inclusive, equitable andaccessible workplace. By learning from each other’s differences, we gainstrength through our people and our perspectives. BMO Harris Bank N.A. is anequal opportunity/affirmative action employer. All qualified applicants willreceive consideration for employment without regard to sex, gender identity,sexual orientation, race, color, religion, national origin, disability,protected Veteran status, age, or any other characteristic protected by law.Accommodations are available on request for candidates taking part in allaspects of the selection process. To request accommodation, please contact yourrecruiter.

Job Field:

Treasury & Payments

Job Schedule:


Primary Location:

United States-Illinois-Chicago