Treasury & Payments Solutions Analyst

BMO; Toronto; On-site; CAD 45,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking an Analyst to support Treasury & Payment Solutions sales, origination, structuring, and execution for corporate, institutional, and government clients. You will coordinate across product, implementation, service, risk, and Corporate Banking, delivering client-ready materials and deepening relationships.

The role emphasizes analytical support, cross-functional collaboration, and a strong focus on client experience and responsible growth, with a base salary stated at

Qualifications

• Typically 1 to 3 years of relevant experience.
• Experience supporting treasury, payments, corporate banking, transaction execution, client coverage, or complex project delivery is preferred.
• Strong analytical and problem-solving skills, with the ability to interpret financial and operational data and develop practical recommendations.
• Excellent written and verbal communication skills, including the ability to prepare polished materials and communicate effectively with senior internal and external stakeholders.
• Demonstrated initiative, organization, and ownership, with the ability to manage multiple priorities and deliver accurately under tight timelines.
• Strong collaboration and influencing skills, sound judgment, and confidence working across functions in a complex organization.

Responsibilities

• Client coverage and origination: support senior sales professionals in developing client strategies, identifying treasury and liquidity needs, and advancing opportunities across the sales pipeline.
• Prepare client and prospect research, meeting materials, presentations, proposals, requests for information, and pre- and post-call packages.
• Serve as a responsive point of contact for sales-related questions, bringing forward relevant ideas and coordinating timely answers across internal partners.
• Help deepen existing relationships and identify opportunities to expand product penetration, revenue, deposits, and overall relationship value.
• Analysis and solution development: analyze client financial, operating, cash-flow, pricing, volume, and relationship data to identify needs and support appropriately structured recommendations.
• Translate complex information into clear insights, financial analyses, and client-ready materials that support decisions and demonstrate value.
• Maintain awareness of market, industry, regulatory, and competitive developments and apply relevant insights to client discussions.
• Deal execution and client delivery: coordinate sales execution from discovery through documentation, approval, implementation, and activation, ensuring requirements, owners, and timelines are clear.
• Work across product, implementation, service, risk, legal, compliance, operations, and Corporate Banking teams to resolve issues and deliver a seamless client experience.
• Track implementation activity, client commitments, billing, and outstanding items; elevate risks or delays early and drive them to resolution.
• Maintain accurate client, pipeline, pricing, activity, and relationship information in the Bank’s systems and files.
• Business management and teamwork: support calling plans, pipeline reviews, portfolio reporting, and strategic initiatives that advance business objectives and sales targets.
• Build effective internal and external relationships, contribute actively in meetings, and communicate recommendations with sound judgment.
• Identify opportunities to improve sales, service, reporting, and administrative processes, and help implement practical solutions.
• Provide guidance and coaching to Analysts, where applicable, while promoting a collaborative, inclusive, and accountable team environment.
• Risk and controls: understand the credit, market, operational, legal, regulatory, and reputational risks associated with client activity and proposed solutions.
• Apply the Bank’s risk management framework, policies, controls, and approved risk appetite in all decisions and elevate concerns promptly.
• Deliver work that is timely, accurate, complete, and compliant with applicable laws, regulations, standards, and procedures.

Job description

BMO Financial Group is seeking an Analyst to support Treasury & Payment Solutions sales, origination, structuring, and execution for corporate, institutional, and government clients. You will coordinate across product, implementation, service, risk, and Corporate Banking, delivering client-ready materials and deepening relationships.

The role emphasizes analytical support, cross-functional collaboration, and a strong focus on client experience and responsible growth, with a base salary stated at