Sr. Client Onboarding Advisor
BMO US(1 month ago)
About this role
The Client Onboarding Advisor is the single point of contact responsible for onboarding commercial, capital markets, and emerging middle market clients. The role advocates for clients to ensure timely implementation and ongoing maintenance of treasury and payment products while coordinating across internal and external stakeholders. The advisor builds strong relationships with Treasury Sales Partners and Relationship Managers to deliver a seamless onboarding experience.
Required Skills
- Client Onboarding
- Stakeholder Management
- Treasury
- Payments
- Implementation
- Project Management
- Communication
- Relationship Building
- Training
- Documentation
+2 more
Qualifications
- Post-Secondary Degree
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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