Treasury & Payment Specialist

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

Job summary

An established industry player is seeking a dynamic individual to drive sales and service excellence. This role involves achieving targets, optimizing business strategies, and enhancing customer experiences. You'll leverage your communication and analytical skills to influence strategic decisions and build lasting relationships. Join a company committed to fostering innovation and growth, where your contributions will make a significant impact. With a supportive environment and opportunities for professional development, this position is perfect for those looking to advance their careers while making a positive change in the community.

Qualifications

• 4-6 years of relevant experience in sales and service management.
• Post-secondary degree or equivalent technical proficiency.

Responsibilities

• Achieves sales targets and improves work processes.
• Develops external networks for investment opportunities.
• Coordinates product implementation and financial transactions.

Skills

Verbal Communication

Written Communication

Analytical Skills

Problem-Solving

Collaboration

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

Responsibilities:

1. Achieves sales and other targets established by business plans.
2. Continuously assesses and improves work processes for sales and service management, risk management, and compliance within prescribed limits to maximize effectiveness and efficiency.
3. Optimizes opportunities through deal teams and sales calls, maximizing business success.
4. Influences the strategic direction of the line of business, assisting with development, prioritization, and implementation of business, technology, sales, and service strategies, including channel optimization and enhancing customer experience.
5. Provides support for sales activities such as presentations, bids/proposals, and requests for information.
6. Develops an external network to identify new and increased investment/lending opportunities.
7. Retains and expands existing relationships to meet portfolio retention, sales, service, and profitability goals.
8. Participates in industry forums and conferences to stay informed of industry trends, competitive insights, products, and services.
9. Provides expertise on market conditions and trends to maintain environmental awareness.
10. Coordinates cash management product implementation and financial transaction setup.
11. Ensures consistent personnel training within the team.
12. Acts as the daily sales contact for clients regarding product information, pricing, and requirements.
13. Prepares and maintains client files and research to support sales efforts.
14. Tracks implementation requests and ensures timely processing and accurate billing.
15. Recommends improvements to sales support materials based on feedback.
16. Maintains accurate client information in bank systems.
17. Works primarily within business/group segments but may have enterprise-wide responsibilities.
18. Uses judgment to diagnose and solve problems within established rules.
19. Works independently on complex tasks, including unique situations.
20. Additional responsibilities may be assigned as needed.

Qualifications:

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

Salary:

$54,500.00 - $101,500.00

Pay Type:

Salaried

Salaries vary based on factors such as location, skills, experience, and qualifications and may include commissions. The total compensation may include incentives, bonuses, benefits, and perks. For more information on benefits, visit 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 part of our team, you'll be valued, respected, and supported with resources to grow and make an impact. We offer training, coaching, support, and opportunities to broaden your skills. Learn more at our careers page.

BMO is committed to diversity, equity, and accessibility. Accommodations are available upon request for candidates during the selection process. Please contact your recruiter for assistance.

Note: BMO does not accept unsolicited resumes. Resumes from agencies require a valid contract; unsolicited resumes will be considered property of BMO and no fees will be paid.