Treasury and Payment Analyst

BMO Financial Group; Toronto; On-site; CAD 45,000 - 85,000; Full time

Job summary

A financial institution in Toronto seeks a motivated professional to manage sales and client relationships, ensuring compliance and maximizing efficiency. The ideal candidate has relevant experience, strong communication skills, and a problem-solving mindset. This position offers competitive compensation and comprehensive benefits including health insurance and tuition reimbursement.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement plans

Qualifications

• 3-5 years of relevant experience.
• Specialized knowledge from education/business experience.
• In-depth analytical and problem-solving skills.

Responsibilities

• Achieve sales and targets set by business plans.
• Optimize opportunities through deal teams and sales calls.
• Build effective relationships with stakeholders.

Skills

Verbal communication

Written communication

Collaboration

Analytical skills

Problem-solving

Influence skills

Education

Post-secondary degree in a related field

Job description

Application Deadline: 08/17/2025

Address: 100 King Street West

Job Family Group:

Commercial Sales & Service

Achieves sales and other targets established by business plans. Continuously assesses and improves work processes for sales and service management, risk management, and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business, assisting with the development, prioritization, and implementation of business, technology, sales, and service strategies, channel optimization, and enhanced customer experience.

• Acts timely, efficiently, and independently, taking ownership of customer satisfaction.
• Assists with more complex customer-related issues.
• Builds effective relationships with internal/external stakeholders.
• Assesses and evaluates problematic trends in overdrawn accounts and escalates issues as per directives.
• May provide day-to-day operational leadership and coaching.
• May coordinate client fee billing for third-party vendor charges.
• Provides first-line assistance on document exception and maturity report research.
• Identifies, records, and escalates potential risk issues and recommends workflow process alternatives.
• Investigates and recommends actions on overdrawn accounts within internal timeframes.
• Acts as the daily sales contact for the client for sales-related questions such as product information, pricing, implementation timeframes, and requirements.
• Acts as the key sales contact with the client to gather detailed information necessary to move the sale forward, including completing all necessary documentation.
• Provides assistance to the team in pre-sales activities such as pitch preparation, client research, and preparation of prospect and client files for the Sales Professional Planning.
• Tracks implementation requests to keep the process on track with timelines, ensuring accurate billing to clients.
• 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.
• Provides research and data gathering to the sales team to facilitate solutions to the client’s/prospect’s business needs.
• Assists with sales and service administration and processing to ensure a seamless client experience and that opportunities are met.
• Maintains current client information on the bank system/files to ensure client history is accurate and complete.
• Focus may be on a specific business or group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

  • Typically between 3 – 5 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience.
  • Specialized knowledge gained from education and/or business experience.
  • In-depth verbal & written communication skills.
  • In-depth collaboration & team skills.
  • In-depth analytical and problem-solving skills.
  • In-depth influence skills.

  Salary: $45,500.00 - $84,500.00

  Pay Type: Salaried

  The above represents BMO Financial Group’s pay range and type.

  Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on hours worked. For commission roles, the listed salary is the expected target for the first year.

  BMO’s total compensation may include performance incentives, bonuses, and other perks. Benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement plans. More details at https://jobs.bmo.com/global/en/Total-Rewards.

  About Us

  At BMO, our purpose is to "Boldly Grow the Good" in business and life, creating positive change for customers, communities, and employees. We foster innovation, collaboration, and growth, transforming lives and businesses worldwide.

  As a BMO team member, you are valued, respected, and heard. We support your growth and impact from day one, offering training, coaching, and development opportunities to broaden your skills.

  Learn more at https://jobs.bmo.com/ca/en.

  BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available upon request for all candidates. To request accommodations, contact your recruiter.

  Note to Recruiters: BMO does not accept unsolicited resumes unless directly from candidates. Resumes sent unsolicited will be considered property of BMO. We do not pay fees for unsolicited resumes. Agencies must have a valid contract to submit resumes.