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.

Responsibilities

• 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...