Associate, BMO Capital Markets Treasury & Payment Solutions

Sales Analyst Or Associate

The Sales Analyst or Associate role is the sales support role within the Treasury and Payment Solutions organization, accountable to provide support to Sales Vice President / Director in ultimate support of the end client in a market segment. 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.

Key Accountabilities :

• 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.

Sales Operations :

Education :

Knowledge :

Skills :

Base Salary Range : 75,000-95,000

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

Salary : $57,500.00 - $106,500.00

Pay Type : Salaried

The above represents BMO Financial Group's pay range and type.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.