Treasury & Payment Specialist

Overview

NOTE:

Part time role, Minimum of 30 hours per week, Candidates should be flexible to work within branch hours and available for 3-5 days per week.

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.

• Applies business development strategies and collaborates with other BMO partners to grow the business and achieve goals.
• Reviews and monitors performance of the assigned market and sales opportunity pipeline to drive results.
• Participates in deal teams to develop, present proposals / pitches for new opportunities.
• Develops an effective external network to support the identification of new business opportunities.
• Delivers exceptional customer service that builds trust through expertise, responsive service and support.
• Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.
• Provides subject matter expertise and assistance with complex deal structuring.
• Acts timely, efficiently, and independently, taking ownership of client satisfaction.
• May include focused calling and pipeline management activities.
• Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
• Works jointly with partners and stakeholders to develop non-standard/negotiated pricing agreements for cash management customers.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Helps determine business priorities and best sequence for execution of business / group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
• Monitors and tracks performance and addresses any issues.
• Supports product change management initiatives with tasks typically focused on execution and sustainment activities.
• Supports cash management product implementation and financial transaction set-up.
• Provides coaching and expertise on product and processes to enhance the knowledge, capabilities of other team members and business partners.
• 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 time frames, 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.
• 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.

• 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.
• Knowledge of cash management products and services – In-depth.
• Knowledge of business investment and lending products – In-depth.
• Knowledge of Personal and Commercial banking products and services - In-depth
• Technical proficiency gained through education and/or…