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

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