BMO Financial Group
Finance
Treasury&PaymentAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Treasury & Payment Analyst at BMO Financial Group. Skills: Cash Management, Data Analysis, Communication. Provide cash management advice. Prepare new business proposals”
What You'll Achieve.
Drive achievement of cash management sales; Support delivery of customer experience
Industry & Context.
Analytical skills; Problem solving skills
What They're Looking For.
Must Have
2 - 3 years of relevant experience, post-secondary degree in related field of study desirable or an equivalent combination of education and experience, Knowledge of cash management products and services – Basic, Knowledge of business investment and lending products – Basic, Knowledge of other banking products and services - Basic, Bilingual, French and English, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
Nice to Have
Specialized knowledge
What You'll Do.
Provide cash management advice
Prepare new business proposals
Identify customer needs
Respond to information requests
Support strategic initiatives
Build stakeholder relationships
Format data into reports
Support product change management
Provide input into operational programs
Ensure internal guidelines
Follow corporate policies
Fulfill cash management sales
Provide product knowledge
Mitigate risk impacts
Stay abreast of client needs
Complete complex tasks
Apply Risk Management Framework
How You'll Work.
Team & Collaboration
Collaborate with banking partners; Collaborate with stakeholders; Collaborate with internal teams; Collaborate with external teams; Ensure alignment between stakeholders
Communication Scope
Verbal communication skills; Written communication skills
Full Job Description
Application Deadline: 06/19/2026 Address: 3225 St-Martin Ouest Blvd Job Family Group: Commercial Sales & Service Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience. * Assists in preparing new business proposals or presentations to clients/prospects. * Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees. * Responds to information requests and follows established protocols. * Resolves issues escalating as required. * Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. * Builds effective relationships with internal/external stakeholders. * Ensures alignment between stakeholders. * Analyzes data and information to provide insights and recommendations. * Gathers and formats data into regular and ad-hoc reports, and dashboards. * Supports product change management initiatives with tasks typically focused on execution and sustainment activities. * Provides input into the planning and implementation of operational programs. * Ensures internal guidelines and controls are in place to support management decision-making that protects the Bank's assets. * Follows corporate policies, operating directives, laws and regulatory requirements. * Makes recommendations to improve BMO processes and systems. * Executes work to deliver timely, accurate, and efficient service. * Plans, executes and fulfills cash management product solutions sales and services activities in alignment with standards. * Provides product and process knowledge to stakeholders (e.g. product information, pricing, implementation timeframes, requirements, etc.). * Identifies risks and takes appropriate actions to mitigate impacts and maintain operat
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