(New Grad) Corporate Banking Analyst, Toronto– Treasury & Payment Solutions
BMO Financial Group
Toronto, ON-
Number of positions available : 1
- Salary To be discussed
- Published on January 14th, 2025
-
Starting date : 1 position to fill as soon as possible
Description
Date limite pour présenter sa candidature :
02/07/2025Adresse :
100 King Street WestGroupe de famille d'emploi :
Ventes et service, Marchés des capitauxBMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.
Role Description:
The Sales Analyst role is the sales support role within the Treasury and Payment Solutions organization, accountable to provide support to Sales Professionals in ultimate support of the end client. 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.
Responsibilities:
- Providing exceptional customer service to Treasury and Payments Solutions clients. Provide assistance to the Treasury and Payments Solutions team in sales prep such as: client research, account schematics, deck drafts and prospect/client files in planning client/prospect meetings
- Compile pre-call and post call information packages to validate client holdings, pricing, and volumes, ensuring the Treasury and Payment Solutions team has the information necessary to be knowledgeable about the clients/prospects business and needs.
- Reviews existing client base and suggests new bank solutions and enhancements as appropriate
- Acts as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation time frames and requirements.
- 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 to ensure client history is accurate and complete
- Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. Ensures once the implementation is completed, the client is billed accurately, including tracking internal reports.
Qualifications:
As an Analyst you will be part of a dynamic environment. We are looking for highly motivated, mature individuals with:
- Currently enrolled in an undergraduate degree program with a graduation date of December 2024 or Spring 2025
- A minimum GPA of 3.4/4.0;
- Outstanding academic, achievement and peer recognition;
- Demonstrated leadership in extracurricular activities;
- Strong financial analysis and modeling skills;
- Proficient in Word/Excel/PowerPoint;
- Effective written and verbal communication skills are essential for presenting and writing reports;
- Detail oriented;
- Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes;
- Outgoing and personable; team player able to work effectively in small groups;
- Knowledgeable in the principles of finance and the financial markets;
- Comfortable working in a fast-paced environment;
- Previous banking or credit risk management experience preferred.
How to Apply:
Please ensure the following items are submitted in your application:
1. Resume
2. Transcript (required for application consideration - please upload it in the resume section when applying in BMO’s Workday application)
The campus job description above aligns to the full time job description below.
Provides treasury products solutions, advice and expertise tailored to the specific needs of corporate, institutional, and government clients across the globe to manage their cash-flow and capital. Includes access to information, streamlined receivables and payables process, optimizing investments and deposits, correspondent banking, interest rate derivatives, corporate card and spend solutions.
- Acts as the 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.
- Provides 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.
- Seeks to develop an understanding of client needs and outcomes.
- Provides materials to support an outstanding client experience.
- Acts timely, efficiently and independently, taking ownership of client satisfaction.
- May include focused calling and pipeline management activities.
- Assists with more complex customer related issues.
- Identifies, records and escalates any potential risk issues and recommend workflow and administrative process alternatives to improve efficiencies and customer service.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Provides advice and guidance to assigned business/group on implementation of solutions.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Builds effective relationships with internal/external stakeholders.
- Completes quality reports/analyses.
- Applies technical concepts and understands implication of work to client/transaction.
- Develops an understanding of and proficiency in using all required systems and models.
- Provides research and data gathering to Sales team to facilitate solution to the client’s/prospect’s business and needs.
- Monitors and tracks performance, and addresses any issues as per policies and procedures.
- Tracks implementation requests to keep the process on track.
- Ensures accurate billing to clients. May coordinate client fee billing for third party vendor charges.
- Tracks internal reports and recommends improvements to sales support materials based on findings and feedback.
- Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
- Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
- Maintains current client information on Bank system/files to ensure client history is accurate and complete.
- Executes work to deliver timely, accurate, and efficient service.
- Provides feedback on, and, supports continuous improvement opportunities.
- Achieves sales and other targets established by business plans.
- Optimizes opportunities through deal teams and sales calls, maximizing business success.
- Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
- Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency.
- Influences the strategic direction of the line of business. Collaborates in initiative development and implementation of business, technology, sales and service, channel and product optimization and enhanced customer experience.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Shows initiative, prioritizes work, multi-tasks effectively.
- Displays strong written and oral communication skills.
- Specialized knowledge from education and/or business experience.
- Strong presentation skills
- Proficient with MS Excel and PowerPoint
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
Please note the salary for this specific position is $75,000 CAD.
Salaire :
$44,500.00 - $82,500.00Type de rémunération :
SalaireCe qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.
Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au prorata du nombre d’heures travaillées régulièrement. Pour les rôles à commission, le salaire susmentionné représente la cible de BMO Groupe financier pour la première année au poste.
La rémunération totale offerte par BMO variera selon le type de rémunération associé au poste et peut comprendre des primes de rendement, des primes discrétionnaires ainsi que d’autres avantages et récompenses. BMO offre également une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d’épargne-retraite. Pour en savoir plus sur nos avantages sociaux, consultez le site : https://jobs.bmo.com/ca/fr/R%C3%A9mun%C3%A9ration-globale
À propos de nous
À BMO, nous sommes animés par une raison d’être commune : Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d’être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens. En travaillant ensemble, en innovant et en repoussant les limites, nous transformons des vies et des entreprises et favorisons la croissance économique partout dans le monde.
En tant que membre de l'équipe de BMO, vous êtes valorisé, respecté et entendu, et vous avez plus de moyens pour progresser et obtenir des résultats. Nous nous efforçons de vous aider à obtenir des résultats dès le premier jour, pour vous-même et nos clients. Nous vous offrirons les outils et les ressources dont vous avez besoin pour franchir de nouvelles étapes, car vous aidez nos clients à franchir les leurs. Au moyen de formation et de coaching approfondis ainsi que de soutien de la direction et d'occasions de réseautage, nous vous aiderons à acquérir une expérience enrichissante et à élargir votre groupe de compétences.
Pour en savoir plus, visitez-nous à l'adresse https://jobs.bmo.com/ca/fr.
BMO s'engage à offrir un milieu de travail inclusif, équitable et accessible. Nous apprenons de nos différences et tirons notre force des gens et de leurs différents points de vue. Des mesures d’adaptation sont disponibles sur demande pour les candidats qui participent à tous les aspects du processus de sélection. Pour demander des mesures d’adaptation, veuillez communiquer avec votre recruteur.
Remarque aux recruteurs : BMO n’accepte pas les curriculum vitæ non sollicités provenant de toute source autre que le candidat directement. Tout curriculum vitæ non sollicité envoyé à BMO, directement ou indirectement, sera considéré comme la propriété de BMO. BMO ne paiera aucuns frais pour les placements découlant de la réception d’un curriculum vitæ non sollicité. Une agence de recrutement doit d’abord détenir une entente de service écrite valide et dûment signée avant d’envoyer des curriculum vitæ.
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