Corporate Banking Sales Analyst, Calgary – Treasury & Payment Solutions

BMO•Calgary, AB

2d•CA$45,500 - CA$84,500•Onsite

About The Position

This role is a sales support position within the Treasury and Payment Solutions team, accountable for providing support to Sales Professionals to assist end clients. The Sales Analyst will act as the day-to-day sales contact for clients regarding sales-related questions and will support pre-sales activities such as presentations, bids/proposals, and requests for information.

Requirements

Currently enrolled in an undergraduate or Master’s 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.
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.

Nice To Haves

Previous banking or credit risk management experience preferred.

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.