Treasury Payment Analyst Business Banking Job In Montreal

Job Description

Treasury & Payment Analyst, Business Banking page is loaded

Treasury & Payment Analyst, Business Banking

Apply locations Montreal, QC, CAN time type Full time posted on Posted 6 Days Ago job requisition id R240015245

Application Deadline:

06/20/2024

Address:

105-119-129 rue St-Jacques O

Job Family Group:

Commercial Sales & Service Provides 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.

• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Supports the development of tailored messaging, which may include writing, editing, and distributing communications.
• 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.
• Participates in product change management initiatives.
• Provides product related expertise to answer questions (e.g. product information, pricing, implementation timeframes, requirements, etc.).
• 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.
• 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).
• Gathers and researches data for banking partners / stakeholders to facilitate solutions that meet client / prospect needs.
• Assists with sales and service administration and processing to ensure 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.
• Monitors revenues to manage the profitability of existing and new customers and meet or exceed targets.
• Establishes and enhances the Bank’s profile in the community by participating in business and community activities and seeks opportunities to promote banking products and services.
• Continuously assesses and improves the work processes to maximize effectiveness and efficiency of sales and service management, risk management, and compliance within prescribed limits.
• Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
• Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
• Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
• Participates in projects and other activities designed to improve the customer experience.
• Liaises between clients and various departments across the organization to discuss issues and procedures, and provide product support and expertise.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Must be bilingual English and French
• 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.
• Knowledge of cash management products and services – Basic.
• Knowledge of business investment and lending products – Basic.
• Knowledge of other banking products and services - Basic.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

Compensation and Benefits:

$37,500.00 - $69,500.00

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:  https://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 https://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.

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BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are

We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

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