Treasury & Payment Specialist

BMO; Vancouver; On-site; CAD 54,000 - 102,000; Full time

Job summary

A leading financial institution is seeking a Sales Specialist to achieve sales targets and enhance customer experience. The role involves developing client relationships, supporting sales activities, and optimizing business processes. Ideal candidates will have strong communication and analytical skills, with a focus on data-driven decision-making. This position offers a competitive salary and a range of benefits aimed at fostering personal and professional growth.

Benefits

Health Insurance

Tuition Reimbursement

Retirement Plans

Qualifications

• Typically 4-6 years of relevant experience.
• Technical proficiency through education and/or business experience.

Responsibilities

• Supports sales activities like presentations and proposals.
• Develops external networks for investment opportunities.
• Maintains accurate client data on bank systems.

Skills

Communication

Collaboration

Analytical Skills

Problem-Solving

Influence Skills

Data-Driven Decision-Making

Education

Post-Secondary Degree

Job description

Application Deadline:
06/29/2025

Address:
294 Bernard Avenue

Job Family Group:
Commercial Sales & Service

Role Overview: 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 initiatives, channel optimization, and enhancing customer experience.

Key Responsibilities:

1. Provides support for sales activities such as presentations, bids/proposals, and requests for information.
2. Develops an external network to identify new and increased investment/lending opportunities.
3. Retains and expands existing relationships to meet portfolio retention, sales, service, and profitability objectives.
4. Participates in industry forums and conferences to stay informed on industry trends, competitive insights, and new products/services.
5. Coordinates cash management product implementation and financial transaction setup.
6. Ensures consistent personnel training within the team.
7. Acts as the daily sales contact for clients regarding product information, pricing, and implementation timelines.
8. Supports pre-sales activities like pitch preparation and client research.
9. Tracks implementation requests and ensures accurate billing and timely process progression.
10. Prepares and maintains client information and documentation to support sales processes.
11. Provides research and data to facilitate client solutions.
12. Assists with sales and service administration to ensure a seamless client experience.
13. Maintains accurate client data on bank systems.
14. Exercises judgment to identify, diagnose, and solve problems within established rules.
15. Works independently on complex tasks, including unique situations.

Qualifications:

• Typically 4-6 years of relevant experience and a post-secondary degree or equivalent.
• Technical proficiency through education and/or business experience.
• Strong verbal and written communication skills.
• Effective collaboration and team skills.
• Analytical and problem-solving skills.
• Influence skills.
• Data-driven decision-making capabilities.

Salary Range: $54,500.00 - $101,500.00

Pay Type: Salaried

Salaries vary based on location, skills, experience, education, and qualifications, and may include commissions. Total compensation may also include performance incentives, bonuses, and benefits such as health insurance, tuition reimbursement, and retirement plans. More details at: Total Rewards.

About Us: At BMO, we are driven by a shared purpose: Boldly Grow the Good in business and life. We aim to create positive change for our customers, communities, and employees. We support your growth with training, coaching, and development opportunities. Learn more at BMO Careers.

BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available upon request during the recruitment process. 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 and no fee will be paid. Agencies must have a valid contract to submit resumes.