Application Deadline: 09/18/2025

Address: 105-119-129 rue St-Jacques O

Job Family Group: Commercial Sales & Service

Full time - In office

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 operational integrity.
• Stays abreast of client needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 2 - 3 years of relevant experience and 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.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.