Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients
Applies business development strategies and collaborates with other BMO partners
Reviews and monitors performance of the assigned market and sales opportunity pipeline
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 long-term, profitable relationships and expands our share of wallet with a portfolio
Provides subject matter expertise and assistance with complex deal structuring
Acts timely, efficiently, and independently, taking ownership of client satisfaction
Provides advice and guidance to assigned business/group on implementation of solutions

Typically between 4
6 years of relevant experience
Post-secondary degree in related field of study or an equivalent combination of education and experience
Knowledge of cash management products and services – In-depth
Knowledge of business investment and lending products – In-depth
Knowledge of Personal and Commercial banking products and services
In-depth
Technical proficiency gained through education and/or business experience
Verbal & written communication skills
In-depth
Collaboration & team skills
In-depth
Analytical and problem solving skills
In-depth
Influence skills
In-depth
Data driven decision making
In-depth

Treasury and Payment Specialist

Key skills