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About the Role

The Analyst supports senior Treasury & Payment Solutions sales professionals in originating, structuring, and executing treasury, liquidity, payments, card, and working-capital solutions for corporate, institutional, and government clients. The role combines client coverage, analytical support, disciplined execution, and coordination across product, implementation, service, risk, and Corporate Banking partners. Success requires strong judgment, commercial curiosity, attention to detail, and a consistent focus on client experience and responsible growth.

Responsibilities

Support senior sales professionals in developing client strategies, identifying treasury and liquidity needs, and advancing opportunities across the sales pipeline.
Prepare client and prospect research, meeting materials, presentations, proposals, requests for information, and pre- and post-call packages.
Serve as a responsive point of contact for sales-related questions, bringing forward relevant ideas and coordinating timely answers across internal partners.
Help deepen existing relationships and identify opportunities to expand product penetration, revenue, deposits, and overall relationship value.
Analyze client financial, operating, cash-flow, pricing, volume, and relationship data to identify needs and support appropriately structured recommendations.
Translate complex information into clear insights, financial analyses, and client-ready materials that support decisions and demonstrate value.
Maintain awareness of market, industry, regulatory, and competitive developments and apply relevant insights to client discussions.
Coordinate sales execution from discovery through documentation, approval, implementation, and activation, ensuring requirements, owners, and timelines are clear.
Work across product, implementation, service, risk, legal, compliance, operations, and Corporate Banking teams to resolve issues and deliver a seamless client experience.
Track implementation activity, client commitments, billing, and outstanding items; escalate risks or delays early and drive them to resolution.
Maintain accurate client, pipeline, pricing, activity, and relationship information in the Bank’s systems and files.
Support calling plans, pipeline reviews, portfolio reporting, and strategic initiatives that advance business objectives and sales targets.
Build effective internal and external relationships, contribute actively in meetings, and communicate recommendations with sound judgment.
Identify opportunities to improve sales, service, reporting, and administrative processes, and help implement practical solutions.
Provide guidance and coaching to Analysts, where applicable, while promoting a collaborative, inclusive, and accountable team environment.
Understand the credit, market, operational, legal, regulatory, and reputational risks associated with client activity and proposed solutions.
Apply the Bank’s risk management framework, policies, controls, and approved risk appetite in all decisions and escalate concerns promptly.
Deliver work that is timely, accurate, complete, and compliant with applicable laws, regulations, standards, and procedures.

Requirements

Typically 1 to 3 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
Experience supporting treasury, payments, corporate banking, transaction execution, client coverage, or complex project delivery is preferred.
Strong analytical and problem-solving skills, with the ability to interpret financial and operational data and develop practical recommendations.
Excellent written and verbal communication skills, including the ability to prepare polished materials and communicate effectively with senior internal and external stakeholders.
Demonstrated initiative, organization, and ownership, with the ability to manage multiple priorities and deliver accurately under tight timelines.
Strong collaboration and influencing skills, sound judgment, and confidence working across functions in a complex organization.
Proficiency with relevant business technology and a willingness to learn new products, systems, and market developments.

Skills

Treasury Solutions
Payment Solutions
Liquidity Solutions
Card Solutions
Working Capital Solutions
Client Coverage
Analytical Support
Sales Pipeline Management
Financial Analysis
Problem-Solving
Communication
Collaboration
Influencing
Judgment
Business Technology Proficiency

Location

100 King Street West

Work Type

Salaried

Experience Level

1 to 3 years

Education Level

Post-secondary degree in a related field

Salary/Compensations

$80,000 CAD
$45,000.00 - $100,000.00

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

About the Company

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. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en.

Equal Opportunity

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.