Analyst, Treasury and Payment Solutions
Chicago, IL, USA | BMO Financial Group
Functions:Financial Services Professional
Job Description:76 people have viewed this job
The Sales Analyst/Associate role is the sales support role within the Treasury and Payment Solutions organization, accountable to provide support to Sales VP in ultimate support of the end client in the Global Financial Institutions, Leveraged Lending, and Global Markets industries. The role is accountable for delivering effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions and by providing support for pre-sales sales activities such as presentations, bids/proposals, and requests for information. This role is accountable for providing the coordination of cash management product implementation, financial transaction set-up and providing exceptional customer service to Treasury and Payments Solutions clients.
Sales Team Support
Acts as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.
Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation (AML forms, E2E/implementation forms, etc.).
Provide assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning
Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately. This would include tracking internal reports
Recommend changes and improvements to sales support materials and functions based on findings and feedback.
Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes, ensuring the Sales professional has the information necessary to be knowledgeable about the clients/prospects business and needs.
Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
Maintain up-to-date client information on Bank system/files to ensure client history is accurate and complete.
Bachelor's degree strongly preferred
CTP designation preferable
General knowledge of banking
Treasury Management experience or knowledge preferred
Basic understanding of sales concepts and processes
2 - 3 years of experience as a Sales Analyst/Associate
Strong interpersonal skills
Strong written and verbal communication and presentation skills
Proficient in: Excel, Power Point, Word
Strong organizational skills
Attention to detail
Ability to juggle multiple projects, co-ordinate work and establish priorities
Ability to analyze and visually display data
Ability to research and analyze corporate data/information
We’re here to help
At BMO Harris Bank 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 Harris Bank 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.
Already a member? Sign In