Website BMO
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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