Cash Management Specialist

1 week ago

Vancouver, British Columbia, Canada BMO Financial Group Full time
595 Burrard Street Vancouver British Columbia,V7X 1L7


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 longterm, profitable relationships and expands our share of wallet with a portfolio.
  • Acts timely, efficiently, and independently, taking ownership of client satisfaction.
  • May include focused calling and pipeline management activities.
  • Works jointly with partners and stakeholders to develop nonstandard/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 setup.
  • 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 decisionmaking 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, enterprisewide 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.

Qualifications:

  • Typically between 6 years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience.
  • Mandarin and Cantonese language skills preferred
  • Experience with Treasury and Payment Solutions preferred
  • Knowledge of cash management products and services
  • Indepth.
  • Knowledge of business investment and lending products
  • Indepth.
  • Knowledge of Personal and Commercial banking products and services
  • Indepth
  • Technical proficiency gained through education and/or business experience.
  • Verbal & written communication skills
  • Indepth.
  • Collaboration & team skills
  • Indepth.
  • Analytical and problem solving skills
  • Indepth.


 Influence skills
  • Indepth.
  • Data driven decision making
  • Indepth.

We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.


As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.

We strive to help you make an impact from day one - for yourself and our customers.

We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

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