BMO Career Opportunities – Treasury & Payment Analyst

Job Description:

The Treasury & Payments Analyst will provide professional, knowledgeable cash management advice and support to banking partners / stakeholders to drive the achievement of cash management sales and service commitments and support the delivery of the desired customer experience.

Job Responsibilities:

• Analyzes and supports completion of required documentation for customers and new prospects; may prepare non-standard/negotiated pricing agreements
• Reviews and analyzes customer transaction information, business plans, and prepares discussion papers to undertaking negotiations with
• prospects/customers, and complete internal negotiations relative to cash management sales.
• Provides pre-sales assistance to the team in (e.g. pitch preparation, client research, preparing prospect and client files for action by the Sales
• Professional Planning).
• Participates in product change management initiatives.
• Develops and maintains relationships with banking partners and stakeholders.
• Coordinates planning, implementation, and review activities with banking partners / stakeholders to profitably meet or exceed the customer’s needs/expectations.
• Develops and utilizes market knowledge and existing relationships to identify opportunities that increase product penetration and revenue per customer for sales teams and individual portfolios.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Provides product related expertise to answer questions (e.g. product information, pricing, implementation timeframes, requirements, etc.).
• Supports the development of tailored messaging, which may include writing, editing, and distributing communications.

Job Requirements:

• Knowledge of other banking products and services – Basic.
• Verbal & written communication skills – Good.
• Knowledge of business investment and lending products – Basic.
• Collaboration & team skills – Good.
• Organization skills – Good.
• Knowledge of cash management products and services – Basic.
• Analytical and problem solving skills – Good.
• Specialized knowledge.

Qualification & Experience:

• Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

Job Details:

Company: BMO

Vacancy Type:  Full Time

Job Functions: Other

Job Location: Vancouver, CA

Application Deadline: N/A

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