Corporate Banking Sales Analyst, Calgary – Treasury & Payment Solutions

Address:

BMO Capital Markets

BMO Capital Markets is a leading full-service North American-based financial services provider offering equity and debt underwriting corporate lending and project financing merger and acquisitions advisory services securitization treasury management market risk management debt and equity research and institutional sales and trading. BMO Capital Markets has over 2700 professionals in 30 locations around the world including 20 offices in North America.

BMO Capital Markets is a member of BMO Financial Group (NYSE TSX: BMO) one of the largest diversified financial services providers in North America with US $1.045 trillion total assets and approximately 53000 employees as of April 30 2025.

About Corporate Banking Treasury & Payment Solutions
Do you have a passion for sales client research or planning If so come join our Treasury and Payment Solutions team and learn more about how we support our clients through sales activities and more. As a Sales Analyst you will be in a sales support role accountable to provide support to Sales Professionals to support the end client. This role is accountable for delivering effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions and by providing support for pre-sales sales activities such as presentations bids/proposals and requests for information.

Responsibilities:

• Provide coordination of cash management product implementation financial transaction set-up
• Aid the Treasury and Payments Solutions team in sales prep such as: client research account schematics deck drafts and prospect/client files in planning client/prospect meetings
• Compile pre-call and post call information packages to validate client holdings pricing and volumes ensuring the Treasury and Payment Solutions team has the information necessary to be knowledgeable about the clients/prospects business and needs
• Review existing client base and suggests new bank solutions and enhancements as appropriate
• Maintain up-to-date client information to ensure client history is accurate and complete
• Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. Ensures once the implementation is completed the client is billed accurately including tracking internal reports

Qualifications:

As an Analyst you will be part of a dynamic corporate banking environment. We are looking for highly motivated mature individuals with:

• Currently enrolled in an undergraduate or Masters degree program with a graduation date of December 2026 or Spring 2027

• A minimum GPA of 3.4/4.0;

• Minimum of two finance and accounting classes with grades B or higher;

• Outstanding academic achievement and peer recognition;

• Demonstrated leadership in extracurricular activities;

• Strong financial analysis and modeling skills;

• Proficient in Word/Excel/PowerPoint;

• Effective written and verbal communication skills are essential for presenting and writing reports;

• Detail oriented;

• Highly motivated fast learning and able to work with limited supervision and adapt to frequent market systems and process changes;

• Outgoing and personable; team player able to work effectively in small groups;

• Knowledgeable in the principles of finance and the financial markets;

• Comfortable working in a fast-paced environment;

• Previous banking or credit risk management experience preferred;

How to Apply:

Please ensure the following items are submitted in your application:

1. Resume

2. Transcript (required for application consideration please upload it in the resume section when applying in BMOs Workday application)

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.
• Seeks to develop an understanding of client needs and outcomes.
• Provides materials to support an outstanding client experience.
• Acts timely efficiently and independently taking ownership of client satisfaction.
• May include 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.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Completes quality reports/analyses.
• Applies technical concepts and understands implication of work to client/transaction.
• Develops an understanding of and proficiency in using all required systems and models.
• Provides research and data gathering to Sales team to facilitate solution to the clients/prospects business and needs.
• 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.
• Provides feedback on and supports continuous improvement opportunities.
• 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 may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify diagnose and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role in line with our Risk Culture and within our approved Risk Appetite making sound and risk informed decisions that align to business strategy protect assets and adhere to applicable policy documents (Frameworks Policies Standards Procedures and Supporting documents) laws and regulations.

Qualifications:

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Shows initiative prioritizes work multi-tasks effectively.
• Displays strong written and oral communication skills.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Please note the salary for this specific position is $80000

The above represents BMO Financial Groups 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 Groups expected target for the first year in this position.

BMO Financial Groups 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: Us

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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others 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.