BMO Capital Markets Summer 2025 Corporate Banking Sales Analyst, Treasury & Payment Solutions

Address:

BMO Capital Markets

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.

BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.

What is the Opportunity?

Do you have a passion for sales, client research or planning? If so, come join our Treasury and Payment Solutions team and learn more about how we support our clients through sales activities and more. As a Sales Analyst, you will be in a sales support role accountable to provide support to Sales Professionals to support the end client. This 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.

What will you do?

• Provide coordination of cash management product implementation, financial transaction set-up
• Aid the Treasury and Payments Solutions team in sales prep such as: client research, account schematics, deck drafts and prospect/client files in planning client/prospect meetings
• Compile pre-call and post call information packages to validate client holdings, pricing, and volumes, ensuring the Treasury and Payment Solutions team has the information necessary to be knowledgeable about the clients/prospects business and needs.
• Review existing client base and suggests new bank solutions and enhancements as appropriate
• Maintain up-to-date client information to ensure client history is accurate and complete
• Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. Ensures once the implementation is completed, the client is billed accurately, including tracking internal reports.

What will you need to succeed?

Must have:

We are looking for highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes;

• Currently enrolled in an undergraduate degree program with a graduation date of December 2025 or Spring 2026
• A minimum GPA of 3.4/4.0;
• Outstanding academic, achievement and peer recognition;
• Demonstrated leadership in extracurricular activities;
• Strong financial analysis and modeling skills; Proficient in Word/Excel/PowerPoint;
• Knowledgeable in the principles of finance and the financial markets;
• Detail oriented; Effective written and verbal communication skills are essential for presenting and writing reports;
• Outgoing and personable; team player able to work effectively in small groups;

Nice to have:

• Previous banking or credit risk management experience preferred

What’s in it for you?
As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.

Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to have access and gain mentorship from the business, participate in socials, access BMO U corporate learning platform and join various Employee Resource Groups to further develop your network within BMO.

• Access to C-Suite Early in Your Career
• Work flexibility for mental health and well being
• Competitive compensation
• First class training and development
• Networking workshops and student socials

The campus job description above aligns to the full time job description below.

Provides treasury products solutions, advice and expertise tailored to the specific needs of corporate, institutional, and government clients across the globe to manage their cash-flow and capital. Includes access to information, streamlined receivables and payables process, optimizing investments and deposits, correspondent banking, interest rate derivatives, corporate card and spend solutions.

• Acts as the 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.
• Provides 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.
• Seeks to develop an understanding of client needs and outcomes.
• Provides materials to support an outstanding client experience.
• Acts timely, efficiently and independently, taking ownership of client satisfaction.
• May include focused calling and pipeline management activities.
• Assists with more complex customer related issues.
• Identifies, records and escalates any potential risk issues and recommend workflow and administrative process alternatives to improve efficiencies and customer service.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Completes quality reports/analyses.
• Applies technical concepts and understands implication of work to client/transaction.
• Develops an understanding of and proficiency in using all required systems and models.
• Provides research and data gathering to Sales team to facilitate solution to the client’s/prospect’s business and needs.
• Monitors and tracks performance, and addresses any issues as per policies and procedures.
• Tracks implementation requests to keep the process on track.
• Ensures accurate billing to clients. May coordinate client fee billing for third party vendor charges.
• Tracks internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Executes work to deliver timely, accurate, and efficient service.
• Provides feedback on, and, supports continuous improvement opportunities.
• Achieves sales and other targets established by business plans.
• Optimizes opportunities through deal teams and sales calls, maximizing business success.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency.
• Influences the strategic direction of the line of business. Collaborates in initiative development and implementation of business, technology, sales and service, channel and product optimization and enhanced customer experience.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Shows initiative, prioritizes work, multi-tasks effectively.
• Displays strong written and oral communication skills.
• Specialized knowledge from 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.

Please note the salary for this specific position is $75,000.

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

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.

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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO 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 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.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.