Treasury & Payments Specialist

Bank N.A.; Kelowna; On-site; CAD 50,000 - 100,000; Full time

Job summary

BMO Financial Group is seeking a seasoned Banking Sales professional to deliver expert cash management advice to banking partners and clients in Canada. You will collaborate with partners, shape proposals, and drive sales and service goals.

The role emphasizes building trusted relationships, managing complex deals, and delivering timely, accurate service while aligning with regulatory requirements and internal controls.

Qualifications

• Typically 4-6 years of relevant experience and a post-secondary degree in related field or equivalent combination.

Responsibilities

• Provide cash management advice and support to banking partners and clients to achieve cash management sales and service objectives.
• Develop and present proposals and pitches for new opportunities as part of deal teams.
• Build and maintain long-term, profitable client relationships and expand share of wallet.
• Provide subject matter expertise on market conditions, pricing and solution implementation.
• Monitor performance, manage pipeline, and take actions to drive results.

Job description

Application Deadline:

12/18/2026

Address:

294 Bernard Avenue

Job Family Group:

Commercial Sales & Service

This is a sales role that provides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience.

Applies business development strategies and collaborates with other BMO partners to grow the business and achieve goals.

Reviews and monitors performance of the assigned market and sales opportunity pipeline to drive results.

Participates in deal teams to develop, present proposals / pitches for new opportunities.

Develops an effective external network to support the identification of new business opportunities.

Delivers exceptional customer service that builds trust through expertise, responsive service and support.

Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.

Provides subject matter expertise and assistance with complex deal structuring.

Acts timely, efficiently, and independently, taking ownership of client satisfaction.

May include focused calling and pipeline management activities.

Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.

Works jointly with partners and stakeholders to develop non-standard/negotiated pricing agreements for cash management customers.

Provides advice and guidance to assigned business/group on implementation of solutions.

Helps determine business priorities and best sequence for execution of business / group strategy.

Conducts independent analysis and assessment to resolve strategic issues.

Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

Builds effective relationships with internal/external stakeholders.

Ensures alignment between stakeholders.

Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.

Monitors and tracks performance and addresses any issues.

Supports product change management initiatives with tasks typically focused on execution and sustainment activities.

Supports cash management product implementation and financial transaction set-up.

Provides coaching and expertise on product and processes to enhance the knowledge, capabilities of other team members and business partners.

Provides input into the planning and implementation of operational programs.

Ensures internal guidelines and controls are in place to support management decision-making that protects the Bank's assets.

Follows corporate policies, operating directives, laws and regulatory requirements.

Makes recommendations to improve BMO processes and systems.

Executes work to deliver timely, accurate, and efficient service.

Plans, executes and fulfills cash management product solutions sales and services activities in alignment with standards.

Provides product and process knowledge to stakeholders (e.g. product information, pricing, implementation timeframes, requirements, etc.).

Identifies risks and takes appropriate actions to mitigate impacts and maintain operational integrity.

Stays abreast of client needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.

Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

Exercises judgment to identify, diagnose, and solve problems within given rules.

Works independently on a range of complex tasks, which may include unique situations.

Broader work or accountabilities may be assigned as needed.

Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Knowledge of cash management products and services - In-depth.
• Knowledge of business investment and lending products - In-depth.
• Knowledge of Personal and Commercial banking products and services - In-depth
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Salary

$50,000.00 - $100,000.00

Pay Type

Salaried

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

Salaries will vary based on factors such as location, skills, exp