BMO U.S. · 1 day ago
Sr. Client Onboarding Advisor
Illinois, United States
Full-time
Onsite
Mid, Senior Level
$52K/yr - $96K/yr
4+ years expBMO U.S. is a financial services provider committed to creating lasting, positive change for customers and communities. The Sr. Client Onboarding Advisor serves as the primary contact for onboarding clients, ensuring a seamless experience by coordinating with various stakeholders and delivering timely solutions.
Banking
Responsibilities
Support end-to-end implementation and maintenance of products and services
Deliver solutions to clients within desired timeframes
Provide input to product rollouts and participate in sales calls
Act as a trusted advisor, influencing and negotiating to achieve business objectives
Assist in strategic planning and identify emerging issues and trends
Work with complex and custom implementations, developing solutions based on business strategy
Build effective relationships with internal/external stakeholders
Lead or participate in defining client and internal stakeholder communications in a timely manner
Collaborate with internal stakeholders to analyze special client needs
Perform end-to-end implementation and setups for client onboarding
Facilitate internal/external kickoff meetings and ensure timely updates
Document solutions and manage legal and setup documentation processes
Ensure clients are trained and prepared to utilize solutions
Provide ongoing post-onboarding support to newly onboarded relationship
Qualification
Required
4-6 years of relevant experience and post-secondary degree or equivalent combination of education and experience
10+ years of exposure to the bank with comprehensive knowledge of treasury, payments, and commercial businesses
Strong communication, relationship building, and managing skills
Ability to learn moderate to complex treasury products and train clients during onboarding
Strong organizational skills, ability to leverage Office 365, and learn various bank systems
Technical proficiency gained through education and/or business experience
In-depth verbal & written communication skills, collaboration & team skills, analytical & problem-solving skills, influence skills, and data-driven decision making
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
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