Analyst – BMO Capital Markets – Treasury & Payment Solutions

The Sales Analyst or Associate role is the sales support role within the Treasury and Payment Solutions organization, accountable to provide support to Sales Vice President/Director in ultimate support of the end client in a market segment. The role is accountable for delivering effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions and by providing support for pre-sales sales activities such as presentations, bids/proposals, and requests for information. This role is accountable for providing the coordination of cash management product implementation, financial transaction set-up and providing exceptional customer service to Treasury and Payments Solutions clients.

Key Accountabilities:

Sales Team Support

• Acts as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.

• Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation (AML forms, E2E/implementation forms, etc.).

• Provide assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning

• Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately. This would include tracking internal reports

• Recommend changes and improvements to sales support materials and functions based on findings and feedback.

Sales Operations

• Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes, ensuring the Sales professional has the information necessary to be knowledgeable about the clients/prospects business and needs.

• Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.

• Maintain up-to-date client information on Bank system/files to ensure client history is accurate and complete.

Education:

• Bachelor's degree from highly rated institution strongly preferred or equivalent work experience  

• CTP designation preferred

Knowledge:

• General knowledge of banking

• Treasury Management experience or knowledge preferred

• Basic understanding of sales concepts, processes and discipline

Skills:

• 1-2 years of experience as a Sales Analyst at another financial institution or in treasury management in a large corporate

• Self-driven and motivated by the Customer

• Sales and service oriented

• Strong interpersonal skills

• Strong written and verbal communication and presentation skills

• Proficient in: Excel, Power Point, Word

• Strong organizational skills

• Attention to detail

• Ability to juggle multiple projects, co-ordinate work and establish priorities

• Ability to analyze and visually display data

• Ability to research and analyze corporate data/information

Base Salary

$80,000 - $85,000 CAD