Associate, Treasury & Payment Solutions

Application Deadline :

12 / 30 / 2024

Address :

525 8th Ave SW East Tower

Job Family Group :

Capital Mrkts Sales & Service

Provides treasury products solutions, advice and expertise tailored to the specific needs of corporate, institutional, and government clients across the globe to manage their cash-flow and capital. Includes access to information, streamlined receivables and payables process, optimizing investments and deposits, correspondent banking, interest rate derivatives, corporate card and spend solutions.

• Acts as the sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.
• Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.
• Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.
• Provides support for sales activities such as presentations, bids / proposals, and requests for information.
• Develops an effective external network to support the identification of new and increased investment / lending business opportunities.
• Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
• Establishes and enhances the Bank's brand by participating in meaningful and focused business and community.
• Participates in industry forums and conferences to keep apprised of all industry trends, competitive insights, products and services.
• Understands the needs of clients and provides relevant ideas and opinions to generate recommendations.
• Provides support for an outstanding client experience.
• Uses good judgement in meetings / speaks up with ideas / communicates ideas effectively / asks good questions.
• Acts timely, efficiently and independently, taking ownership of client satisfaction.
• Provides focused calling and pipeline management activities.
• Assists with more complex customer related issues.
• Identifies, records and escalates any potential risk issues and recommend workflow and administrative process alternatives to improve efficiencies and customer service.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business / group on implementation of solutions.
• Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal / external stakeholders.
• Ensures alignment between stakeholders.
• Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.
• Applies appropriate technical concepts and completes / leads consistent and reliable technical and financial reports / analyses to support client deliverables.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues as per policies and procedures.
• Tracks implementation requests to keep the process on track.
• Ensures accurate billing to clients. May coordinate client fee billing for third party vendor charges.
• Tracks internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system / files to ensure client history is accurate and complete.
• Executes work to deliver timely, accurate, and efficient service.
• Understands complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.).
• Provides feedback on, and, supports continuous improvement opportunities.
• Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts, where applicable.
• Achieves sales and other targets established by business plans.
• Optimizes opportunities through deal teams and sales calls, maximizing business success.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency.
• Influences the strategic direction of the line of business. Collaborates in initiative development and implementation of business, technology, sales and service, channel and product optimization and enhanced customer experience.
• Focus is primarily on business / group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications :

Salary :

54,500.00 - $101,500.00

Pay Type : Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : : / / jobs.bmo.com / global / en / Total-Rewards

We're here to help

At BMO 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 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 : / / jobs.bmo.com / ca / en .

BMO 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. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.