Treasury & Payment Solutions Specialist, Business

2 months ago


Montréal, Canada BMO Financial Group Full time

119 rue St-Jacques ouest Montreal Quebec,H2Y 1L6

Bilingualism (French and English) is required

Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders to drive the achievement of cash management sales and service commitments and support the delivery of the desired customer experience.
- Develops, implements, reviews, and revises a cash management sales and service plan for the assigned territory to balance mining of existing customer portfolios with prospecting for new customers.
- Provides support for sales activities (e.g. presentations, bids / proposals, and requests for information).
- Develops an effective external network to support the identification of new and increased investment and/or lending business opportunities.
- Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
- 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 non-standard/negotiated pricing agreements for cash management customers.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Monitors and tracks performance and addresses any issues.
- Designs and produces regular and ad-hoc reports and dashboards.
- Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
- Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
- May provide coaching and support to junior colleagues.
- May support cash management product implementation and financial transaction set-up.
- Provides input into the planning and implementation of operational programs.
- Executes work to deliver timely, accurate, and efficient service.
- Develops and maintains relationships with banking partners and stakeholders.
- Coordinates planning, implementation, and review activities with banking partners / stakeholders to profitably meet or exceed the customer’s needs/expectations.
- Participates in product change management initiatives.
- Provides product related expertise to answer questions (e.g. product information, pricing, implementation timeframes, requirements, etc.).
- Develops and utilizes market knowledge and existing relationships to identify opportunities that increase product penetration and revenue per customer for sales teams and individual portfolios.
- Analyzes and supports completion of required documentation for customers and new prospects; may prepare non-standard/negotiated pricing agreements
- Reviews and analyzes customer transaction information, business plans, and prepares discussion papers to undertaking negotiations with prospects/customers, and complete internal negotiations relative to cash management sales.
- Provides pre-sales assistance to the team in (e.g. pitch preparation, client research, preparing prospect and client files for action by the Sales Professional Planning).
- Gathers and researches data for banking partners / stakeholders to facilitate solutions that meet client / prospect needs.
- Assists with sales and service administration and processing to ensure 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.
- Monitors revenues to manage the profitability of existing and new customers and meet or exceed targets.
- Establishes and enhances the Bank’s profile in the community by participating in business and community activities and seeks opportunities to promote banking products and services.
- Continuously assesses and improves the work processes to maximize effectiveness and efficiency of sales and service management, risk management, and compliance within prescribed limits.
- Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
- Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
- Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
- Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
- Participates in projects and other activities designed to impr



  • Montréal, Canada BMO Financial Group Full time

    105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Bilingual: French and English Permanent position, 37.5h per week Schedule: Monday to Friday between 8am and 8pm and Saturday 10am and 6pm **Do you have a passion for helping others?** **Join our exciting new role as a **Treasury & Payment Inside Sales Specialist**. **The team will focus on Core...


  • Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** You will develop and deliver on business priorities and improving the Client Experience through execution of sales plans to acquire new Treasury Solutions clients and sell additional Treasury services to existing clients within assigned market territory; you will provide focused financial advice and solutions to...


  • Montréal, Canada Bank of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...


  • Montréal, Canada TD Bank Full time

    383927BR Commercial Banking Montreal, QC May 1, 2023 Company Overview Department Overview TD Merchant Solutions (TDMS) is a unique business within Business Banking at the forefront of many emerging trends in the financial industry, such as e-commerce, payments innovation, and strategic partnerships. TDMS provides reliable, flexible, and easy to use...


  • Montréal, Canada BMO Financial Group Full time

    119 rue St-Jacques ouest Montreal Quebec,H2Y 1L6 Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders to drive the achievement of cash management sales and service commitments and support the delivery of the desired customer experience. - Develops, implements, reviews, and revises a cash management sales...


  • Montréal, Canada Bell Full time

    Req Id: 418211 At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world. If you’re ready to bring game-changing ideas to life and join a community that values, professional growth and employee wellness, we want you on...


  • Montréal, Canada Lightspeed Full time

    Hi there! Thanks for stopping by Are you actively looking for a new opportunity? Or just checking the market? Wellyou might just be in the right place! We are looking for a Junior Treasury Analyst in Montreal. As part of the finance team, you will help grow the treasury process by managing all day-to-day treasury activities, maintaining centralized banking...


  • Montréal, Canada Lightspeed Commerce Full time

    **Hi there! Thanks for stopping by** Are you actively looking for a new opportunity? Or just checking the market? Wellyou might just be in the right place! We are looking for a Junior Treasury Analyst in Montreal. As part of the finance team, you will help grow the treasury process by managing all day-to-day treasury activities, maintaining centralized...


  • Montréal, QC, Canada Lightspeed Restaurant Full time

    We are looking for a Junior Treasury Analyst in Montreal. As part of the finance team, you will help grow the treasury process by managing all day-to-day treasury activities, maintaining centralized banking across all entities in NoAM, EMEA and APAC, as well as banking process improvements for the Company Reporting to the Global Treasury Team Lead, you...


  • Montréal, Canada American Iron and Metal Full time

    **Company Description** American Iron & Metal (AIM) is a family-owned company and recognized global leader in the metal recycling industry with more than 125 sites and 4000 employees worldwide. We have continued to prosper for the last eight decades thanks to the dedication of our employees and the ongoing trust and support of our customers. Become part of...

  • Jr Treasury Analyst

    1 month ago


    Montréal, Canada ALSTOM Full time

    Req ID:410910 Leading societies to a low carbon future, Alstom develops and markets mobility solutions that provide the sustainable foundations for the future of transportation. Our product portfolio ranges from high-speed trains, metros, monorail, and trams to integrated systems, customised services, infrastructure, signalling and digital mobility...


  • Montréal, QC, Canada Lightspeed Full time

    We are looking for a Junior Treasury Analyst in Montreal. As part of the finance team, you will help grow the treasury process by managing all day-to-day treasury activities, maintaining centralized banking across all entities in NoAM, EMEA and APAC, as well as banking process improvements for the Company Reporting to the Global Treasury Team Lead, you will...


  • Montréal, Canada ALSTOM Full time

    Req ID:410910 **Purpose of the Job**: - Ensure that the relevant Treasury Corporate Instructions are applied in the Country. - Ensure and manage the liquidity and funding of the Country - Manage the risk of the Country in terms notably of foreign currency risk and interests - Manage the bank relationship of the Country for daily business - Support...


  • Montréal, QC, Canada Lightspeed Restaurant Full time

    Are you actively looking for a new opportunity? Or just checking the market? Well… you might just be in the right place! We are looking for a Junior Treasury Analyst in Montreal. As part of the finance team, you will help grow the treasury process by managing all day-to-day treasury activities, maintaining centralized banking across all entities in NoAM,...

  • Treasury Analyst

    1 month ago


    Montréal, Canada Galvion Full time

    **THE COMPANY** Galvion designs, develops, and manufactures ballistic helmets and dynamic power and data management solutions for the modern battlefield. We are a passionate, global, and fast-paced team working with several strategic partners and are committed to enhancing the overall agility and survivability of the modern warfighter and tactical...

  • Treasury Analyst

    1 week ago


    Montréal, Canada Galvion Full time

    **THE COMPANY** Galvion designs, develops, and manufactures ballistic helmets and dynamic power and data management solutions for the modern battlefield. We are a passionate, global, and fast-paced team working with several strategic partners and are committed to enhancing the overall agility and survivability of the modern warfighter and tactical...


  • Montréal, Canada LCI Education Full time

    As the Global Treasury Director, you will be responsible for supervising the Treasury team, managing liquidity, and minimizing overall debt. You will execute all financing and treasury closing activities related to acquisitions. You will produce banking position reports, calculate restrictive clauses, and oversee debt repayment, including interest and...


  • Montréal, QC, Canada Lightspeed Full time

    Are you actively looking for a new opportunity? Or just checking the market? Well… you might just be in the right place! We are looking for a Junior Treasury Analyst in Montreal. As part of the finance team, you will help grow the treasury process by managing all day-to-day treasury activities, maintaining centralized banking across all entities in NoAM,...


  • Montréal, Canada National Bank of Canada Full time

    A career as an Associate in the Treasury Risk Management team at National Bank means serving as a specialist in interest rate risk and funds transfer pricing (FTP). It's through your skills in data management, your programming experience, and your knowledge of financial markets that you have a positive impact on the bank's Treasury risk management. **Your...

  • Treasury Manager

    2 weeks ago


    Montréal, Canada National Bank of Canada Full time

    **Attendance** Hybrid **Job Number** 15782 **Category** Senior Professionnal **Status**: Temporary 14 months**Schedule**: Full-Time**Posting date** 30-Jun-2023 **Location**: Montreal, Quebec**Area of Interest**: Advisory services, Commercial bankingA career as Treasury Manager, at National Bank means acting as a Cash Management Specialist. It is by...