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    Analyst (Remote) - Toronto, ON, Canada - Bank of Montreal

    Bank of Montreal
    Bank of Montreal Toronto, ON, Canada

    2 weeks ago

    Default job background
    Description
    Achieves sales and other targets established by business plans.

    Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency.

    Optimizes opportunities through deal teams and sales calls, maximizing business success.

    Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.

    Assesses and evaluates problematic trends in overdrawn accounts and escalates issues as per directives.
    May coordinate client fee billing for third party vendor charges.
    Identifies, records and escalates any potential risk issues and recommends workflow process alternatives.
    Investigates, recommends actions on overdrawn accounts within internal timeframes.

    Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.

    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.

    Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.

    Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.

    Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
    Maintains current client information on Bank system/files to ensure client history is accurate and complete.

    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.

    Commercial Sales & Service Achieves sales and other targets established by business plans.

    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 assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.

    Assesses and evaluates problematic trends in overdrawn accounts and escalates issues as per directives.
    May coordinate client fee billing for third party vendor charges.
    Identifies, records and escalates any potential risk issues and recommends workflow process alternatives.
    Investigates, recommends actions on overdrawn accounts within internal timeframes.

    Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.

    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.

    Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.

    Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.

    Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
    Maintains current client information on Bank system/files to ensure client history is accurate and complete.

    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.

    Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

    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. We're here to help
    It calls on us to create lasting, positive change for our customers, our communities and our people. 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.

    Accommodations are available on request for candidates taking part in all aspects of the selection process.

    A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.

    Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.

    More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

    As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

    In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.

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