Treasury & Payments Solutions, Analyst- Corporate

2 weeks ago

Toronto, Ontario, Canada BMO Financial Group Full time
100 King Street West Toronto Ontario,M5X 1A1


BMO Capital Markets is a leading, full-service North American-based financial services provider, with over 2,700 professionals in 35 locations around the world, including 23 offices in North America, offering corporate, institutional and government clients access to a complete range of investment and corporate banking products and services.

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$861 billion total assets and approximately 47,000 employees as of January 31, 2023.

What is the Opportunity?


Do you have a passion for sales, client research or planning? If so, come join our Treasury and Payment Solutions team and learn more about how we support our clients through sales activities and more.

As a Sales Analyst, you will be in a sales support role accountable to provide support to Sales Professionals to support the end client.

This 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.


What will you do?

  • Provide coordination of cash management product implementation, financial transaction setup
  • Be the lead for exceptional customer service to Treasury and Payments Solutions clients
  • Aid 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 precall 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.
  • Review existing client base and suggests new bank solutions and enhancements as appropriate
  • Act as the daytoday sales contact to the client for sales related questions such as product information, pricing, implementation time frames and requirements.
  • Maintain uptodate 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.

What will you need to succeed?

Must have:

We are looking for highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes;

  • Currently enrolled in an undergraduate or Master's degree program (Non-MBA) with a graduation date of December 2024, April 2025 or beyond
  • 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;
  • Knowledgeable in the principles of finance and the financial markets;
  • Detail oriented; Effective written and verbal communication skills are essential for presenting and writing reports;
  • Outgoing and personable; team player able to work effectively in small groups;

Nice to have:

  • Previous banking or credit risk management experience preferred

What's in it for you?

As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference.

You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.


Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do.

You will have the opportunity to have access and gain mentorship from the business, participate in socials, access BMO U corporate learning platform and join various Employee Resource Groups to further develop your network within BMO.


  • Access to C-Suite Early in Your Career
  • Work flexibility for mental health and well being
  • Competitive compensation
  • First class training and development
  • Networking workshops and student socials

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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