Provides professional and knowledgeable cash management advice and support to banking partners / stakeholders and their clients
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
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
Analyzes data and information to provide insights and recommendations
Gathers and formats data into regular and ad-hoc reports, and dashboards
Supports product change management initiatives
Ensures internal guidelines and controls are in place to support management decision-making
Makes recommendations to improve processes and systems

Typically between 2
3 years of relevant experience
Post-secondary degree in related field of study desirable or equivalent combination of education and experience
Knowledge of cash management products and services – Basic
Knowledge of business investment and lending products – Basic
Knowledge of other banking products and services
Basic
Bilingual, French and English
Verbal & written communication skills
Good
Organization skills
Good
Collaboration & team skills
Good
Analytical and problem solving skills
Good

Treasury & Payment Analyst

Key skills