Senior Treasury & Payment Solutions Advisor

BMO • Chicago, IL

2d

About The Position

Researches, defines, aligns, develops, and implements sales and marketing strategies with P&L (profit and loss) accountability to enable the sales force to effectively sell, fulfill, and service new and existing individual or portfolio of banking products and improve the customer experience. Carries out market research, forecasting, pricing, and competitive analysis, monitors product and system performance, and assesses problems to develop and implement solutions. Manages product risks in compliance with legal, regulatory, and risk compliance, and reporting. Collaborates with internal partners across the enterprise to take products to market. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Conducts independent analysis and assessment to resolve strategic issues. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Designs and produces regular and ad-hoc reports, and dashboards. Breaks down strategic problems, and analyzes data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports development of key metrics and identification of trends. Gathers customer and sales feedback and analyzes issues. Participates in and evaluates market research and competitive analysis associated with assigned products. Participates in and evaluates customer / consumer insights and channels information. Competes internal and regulatory reporting. Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions. Resolves internal, first level customer escalations. Leads/participates in the design, implementation, and management of core business / group processes. Gathers basic market research and competitive intelligence, including pricing, from publicly available information. Runs analyses and reports that support risk management and policy development. Defines and implements business cases and strategic roadmaps for banking products and services, including project and budget approvals. Designs, implements, manages, and enhances a single product or suite of products throughout the product lifecycle. Develops, implements, and monitors key metrics and action plans to optimize financial performance Continuously improves processes to identify issues and deliver optimal customer experience. Works with partners to develop salesforce training and materials and manages change. May support the sales team in development of client deals and related presentations. Develops and maintains relationships with external partners and vendors. Creates the marketing strategy, including offers and campaigns, and works with Marketing and other partners to execute. Develops, implements, and manages product documentation, templates, and requirements to ensure they accurately reflect product and systems functionality. Influences and/or determines credit product risk parameters and metrics. 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 1 - 2 years of relevant experience and a post-secondary degree in related field of study or an equivalent combination of education and experience.
• Working knowledge of retail and business banking environmental awareness / understanding.
• Methodology and process – good
• Analytics and reporting – good

Nice To Haves

• Software and systems architecture knowledge – good
• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees