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

Responsibilities

• Acts as the sales contact for the client for sales related questions such as product information, pricing, implementation time frames 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, and 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 recommends 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…