BMO Financial Group Jobs

Mobile bmo Logo

Job Information

BMO Financial Group Treasury & Payment Solutions Documentation Team Leader in Chicago, Illinois


111 W Monroe - 115 S LaSalle

Job Family Group:

Customer Shared Services

As a Treasury & Payment Solutions Documentation Team Leader, you will ensure that business and commercial clients receive efficient and timely documentation support. You will lead a team that administers and negotiates treasury agreements for new and existing clients, and provides treasury documentation support related to deposit account and treasury service maintenance.

You will be responsible for delivering excellent client experiences through effective performance management and staff development, queue management and reporting, risk management and control monitoring, partner management, and problem resolution.

Additional responsibilities:

  • Foster a culture aligned to BMO purpose, values and strategy, and role model BMO values and behaviors.

  • Ensure alignment between values and behavior that fosters diversity and inclusion.

  • Set inspirational goals, define clear expected outcomes, and ensure clear accountability for follow through.

  • Improve team performance through recognition and rewards, coaching, development and managing poor performance.

  • Attract, retain, and enable the career development of top talent.

  • Oversee a team which handles the negotiation of agreement terms with clients and their counsel.

  • Review requests for exceptions and make decisions which protect both the bank and our clients.

  • Lead and/or participate on project teams formed to improve processes and/or execute strategic initiatives.

  • Establish and maintain strong and effective relationships with our key internal partners.

  • Participate in internal and external audits.

  • Broader work or accountabilities may be assigned as needed.

    Experience / Qualifications:

  • BA degree or a minimum of 5 years of relevant experience in documentation management, risk management, audit, AML/KYC or compliance roles

  • Law degree or extensive contract management experience desired

  • Management experience required

  • Effective time management and prioritization skills

  • Ability to oversee and manage several processes in a fast-paced environment

  • Effective verbal and written communication skills

  • Ability to positively influence others and build strong partner relationships

  • Ability to analyze situations and data to solve problems, make decisions and develop solutions

  • Ability to lead with minimal supervision to perform duties

We’re here to help

At BMO Harris Bank 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 Harris Bank 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

BMO Harris Bank 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. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive 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 all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.