Analyst, Treasury & Payment Solutions
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Job Location:
Monthly Salary:
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
Application Deadline:
Address:
100 King Street WestJob Family Group:
Analyst BMO Capital Markets Treasury & Payment Solutions
The Sales Analyst or Associate role is the sales support role within the Treasury and Payment Solutions organization accountable to provide support to Sales Vice President/Director in ultimate support of the end client in a market segment. The 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. This role is accountable for providing the coordination of cash management product implementation financial transaction set-up and providing exceptional customer service to Treasury and Payments Solutions clients.
Key Accountabilities:
Sales Team Support
Acts as the day-to-day 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 (AML forms E2E/implementation forms etc.).
Provide 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
Responsible for tracking each implementation request to keep the process on track to the timeline committed to the addition to ensuring once the implementation is completed the client is billed accurately. This would include tracking internal reports
Recommend changes and improvements to sales support materials and functions based on findings and feedback.
Sales Operations
Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings pricing and volumes ensuring the Sales professional has the information necessary to be knowledgeable about the clients/prospects business and needs.
Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
Maintain up-to-date client information on Bank system/files to ensure client history is accurate and complete.
Education:
Bachelors degree from highly rated institution strongly preferredor equivalent work experience
CTP designation preferred
Knowledge:
General knowledge of banking
Treasury Management experience or knowledge preferred
Basic understanding of sales concepts processesand discipline
Skills:
1-2 years of experience as a Sales Analyst at another financial institution or in treasury management in a large corporate
Self-driven and motivated by the Customer
Sales and service oriented
Strong interpersonal skills
Strong written and verbal communication and presentation skills
Proficient in: Excel Power Point Word
Strong organizational skills
Attention to detail
Ability to juggle multiple projects co-ordinate work and establish priorities
Ability to analyze and visually display data
Ability to research and analyze corporate data/information
Base Salary
$80000 - $85000 CAD
Salary:
Pay Type:
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.
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.
Required Experience:
IC
Key Skills
- Organizational Management
- Presentation Skills
- Agile
- SAFe
- AWS
- Solution Architecture
- Conflict Management
- Data Management
- Scrum
- Team Management
- Pre-sales
- Management Consulting
About Company
We cover the whole balance sheet, from foreign exchange, trade finance and treasury management to corporate lending, securitization, public and private debt and equity underwriting. Our team of experts can also provide a full range of advisory services, along with industry-leading res ... View more
