Treasury Solutions Analyst — Corporate Banking

BMO

Toronto

On-site

CAD 45,000 - 100,000

Full time

11 hours ago
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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 professionals in originating, structuring, and executing treasury, liquidity, payments, card, and working-capital solutions for corporate clients.

The role combines client coverage, analytical support, and coordination across product, implementation, service, risk, and Corporate Banking partners to deliver value and responsible growth.

Qualifications

  • Typically 1 to 3 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and 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.

Responsibilities

  • 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, coordinating timely answers across internal partners.
  • Help deepen existing relationships and identify opportunities to expand product penetration, revenue, deposits, and overall relationship value.
  • Coordinate sales execution from discovery through documentation, approval, implementation, and activation, ensuring 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.

Skills

Analytical skills
Communication
Initiative & ownership
Collaboration
Business technology proficiency

Education

Post-secondary degree

Job description

BMO Financial Group is seeking an Analyst to support Treasury & Payment Solutions sales professionals in originating, structuring, and executing treasury, liquidity, payments, card, and working-capital solutions for corporate clients.

The role combines client coverage, analytical support, and coordination across product, implementation, service, risk, and Corporate Banking partners to deliver value and responsible growth.

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