Analyst/Associate, Treasury & Payment Solutions, BMO Capital Markets

BMO•Chicago, IL

3d•$57,500 - $106,500

About The Position

Provides treasury products solutions, advice and expertise tailored to the specific needs of corporate clients (primarily in the Energy and Metals & Mining Sector) across the globe to manage their cash-flow and capital. Includes access to information, streamlined receivables and payables process, optimizing investments and deposits, interest rate derivatives & corporate card 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. 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.

Requirements

Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Demonstrates solid deal/transaction execution and/or project management skills.
Shows initiative, prioritizes work, multi-tasks effectively.
Displays strong written and oral communication skills.
Technical proficiency gained through 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.
Data driven decision making - In-depth.

Responsibilities

Provides treasury products solutions, advice and expertise tailored to the specific needs of corporate clients across the globe to manage their cash-flow and capital.
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.
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.