Saturday , February 24 2024

BMO Career Opportunities – Treasury & Payment Analyst

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

Apply Here