Treasury & Payments Solutions Sales Analyst — Client Impact

Bank of Montreal; Canada; On-site; CAD 80,000 - 85,000; Full time

Job summary

A leading financial institution in Canada seeks a Sales Analyst for the Treasury & Payment Solutions team. This role involves supporting sales efforts, ensuring seamless client interactions, and managing implementation processes. Candidates should have a bachelor's degree and ideally possess a CTP designation, along with strong analytical and communication skills. The position offers a competitive salary range of $80,000 - $85,000 CAD.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 1-2 years of experience as a Sales Analyst at a financial institution or in treasury management.
• Strong written and verbal communication skills.
• Ability to juggle multiple projects and establish priorities.

Responsibilities

• Act as the day-to-day sales contact for clients for sales-related questions.
• Compile pre-call and post-call information packages.
• Ensure accurate and complete client history on bank systems.

Skills

Sales Analyst experience

Customer-oriented approach

Strong interpersonal skills

Proficiency in Excel

Attention to detail

Education

Bachelor's degree

CTP designation

Tools

Excel

PowerPoint

Word

Job description

A leading financial institution in Canada seeks a Sales Analyst for the Treasury & Payment Solutions team. This role involves supporting sales efforts, ensuring seamless client interactions, and managing implementation processes. Candidates should have a bachelor's degree and ideally possess a CTP designation, along with strong analytical and communication skills. The position offers a competitive salary range of $80,000 - $85,000 CAD.