IT Technician and Client Support Specialist
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Support Taurus’s corporate users and external clients at a regulated digital-asset fintech. Handle Azure infrastructure, endpoint support, ticket triage, and client issue resolution.
Open
BMO U.S. is a U.S.-based diversified financial services company serving individuals, small businesses, and large enterprises. Its offerings span personal and business banking, mortgages, investments, financial planning, insurance, wealth management, commercial lending, and commercial mortgages. The company also supports digital and cross-border banking, alongside asset management and capital markets activities. Its broad operating model creates opportunities across financial services, banking technology, customer support, commercial finance, and related corporate functions.
Corporate Banking Analyst – Treasury & Payment Solutions (Toronto, Onsite)
Support BMO’s Treasury & Payment Solutions team in serving corporate, institutional, and government clients. Analyze client needs and help coordinate solution delivery across banking and functional teams.
Description
- Assist senior Treasury & Payment Solutions sales professionals with originating, structuring, and delivering treasury, liquidity, payments, card, and working-capital solutions.
- Develop client strategies, assess treasury and liquidity needs, and progress opportunities through the sales pipeline.
- Prepare research, presentations, proposals, information requests, meeting materials, and pre- and post-call packages for clients and prospects.
- Act as a responsive contact for sales inquiries and coordinate responses with internal partners.
- Strengthen existing relationships and identify opportunities to grow product usage, revenue, deposits, and overall relationship value.
- Evaluate client financial, operational, cash-flow, pricing, volume, and relationship information.
- Convert complex data into actionable insights, financial analysis, and materials suitable for clients.
- Follow market, industry, regulatory, and competitive developments and incorporate relevant findings into client conversations.
- Coordinate sales activity from initial discovery through documentation, approval, implementation, and activation.
- Work with product, implementation, service, risk, legal, compliance, operations, and Corporate Banking teams.
- Monitor implementation progress, client commitments, billing, and open items; raise risks or delays and help resolve them.
- Keep client, pipeline, pricing, activity, and relationship records accurate in Bank systems and files.
- Contribute to calling plans, pipeline reviews, portfolio reporting, strategic initiatives, business priorities, and sales goals.
- Develop internal and external relationships, participate in meetings, and present recommendations clearly.
- Identify improvements to sales, service, reporting, and administrative processes and help put practical solutions into place.
- Offer guidance and coaching to other Analysts when appropriate.
- Follow the Bank’s risk management framework, policies, controls, and authorized risk appetite.
- Complete work on time and to required standards for accuracy, completeness, and compliance.
Requirements
- Generally, 1–3 years of relevant professional experience.
- A post-secondary degree in a related discipline, or an equivalent combination of education and experience.
- Experience in treasury, payments, corporate banking, transaction execution, client coverage, or complex project delivery is preferred.
- Strong analytical ability and practical problem-solving skills.
- Capacity to interpret financial and operational information and turn it into useful recommendations.
- Excellent written and verbal communication skills.
- Ability to produce polished materials and engage effectively with senior internal and external stakeholders.
- Demonstrated initiative, organization, and accountability for deliverables.
- Ability to balance competing priorities while maintaining accuracy under demanding deadlines.
- Strong teamwork, collaboration, and influencing capabilities.
- Sound judgment and confidence working across functions in a complex organization.
- Proficiency with relevant business applications and technology.
- Willingness to learn new products, systems, and market developments.
Benefits
- Performance-linked incentive opportunities.
- Discretionary bonus eligibility.
- Additional perks and rewards.
- Health insurance coverage.
- Tuition reimbursement.
- Accident and life insurance coverage.
- Retirement savings programs.
- Comprehensive training and coaching.
- Support from managers.
- Opportunities to build a professional network.
- Accommodations are available upon request for candidates participating in any part of the selection process.
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