Treasury & Payment Analyst

BMO•Montreal, QC

7d•CA$38,500 - CA$71,000

About The Position

Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience. Assists in preparing new business proposals or presentations to clients/prospects. Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees. Responds to information requests and follows established protocols. Resolves issues escalating as required. 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 data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards. Supports product change management initiatives with tasks typically focused on execution and sustainment activities. Provides input into the planning and implementation of operational programs. Ensures internal guidelines and controls are in place to support management decision-making that protects the Bank's assets. Follows corporate policies, operating directives, laws and regulatory requirements. Makes recommendations to improve BMO processes and systems. Executes work to deliver timely, accurate, and efficient service. Plans, executes and fulfills cash management product solutions sales and services activities in alignment with standards. Provides product and process knowledge to stakeholders (e.g. product information, pricing, implementation timeframes, requirements, etc.). Identifies risks and takes appropriate actions to mitigate impacts and maintain operational integrity. Stays abreast of client needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. 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. 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 2 - 3 years of relevant experience
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.
Bilingual, French and English
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Responsibilities

Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience.
Assists in preparing new business proposals or presentations to clients/prospects.
Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
Responds to information requests and follows established protocols.
Resolves issues escalating as required.
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 data and information to provide insights and recommendations.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Supports product change management initiatives with tasks typically focused on execution and sustainment activities.
Provides input into the planning and implementation of operational programs.
Ensures internal guidelines and controls are in place to support management decision-making that protects the Bank's assets.
Follows corporate policies, operating directives, laws and regulatory requirements.
Makes recommendations to improve BMO processes and systems.
Executes work to deliver timely, accurate, and efficient service.
Plans, executes and fulfills cash management product solutions sales and services activities in alignment with standards.
Provides product and process knowledge to stakeholders (e.g. product information, pricing, implementation timeframes, requirements, etc.).
Identifies risks and takes appropriate actions to mitigate impacts and maintain operational integrity.
Stays abreast of client needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
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.
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.