Business Analyst - Newport Beach, United States - BMO U.S.

BMO U.S. Newport Beach, United States

3 days ago

Description

Job Description Summary

Government Banking's core business is servicing Local Government agencies with business from RFPs that are time sensitive with strict submission requirements for or risk disqualification.

It's imperative this role demonstrates a sense of urgency, strong organizational, critical thinking/analytical, collaborative, verbal, and written communication skills along with strong ability to multitask to meet deadlines with competing/conflicting priorities.

This role wears "different hats" with seasonal workload volume expectation to provide RFP backup/production support, administration-related support, and project support to management.

As a Sales Specialist, this role is responsible for providing complex information and data analysis to support projects and/or in the overall management of a business unit/department.

Develops and documents business requirements and/or business solutions to solve complex problems and issues related to the business.

Required Experience

Experience with financial services RFP (Request For Proposal) proofreading and proposal production.
Proficient in MS Office Outlook, Word, Excel, PowerPoint, Adobe Professional, SharePoint, and Invoice Procurement System
Strong organizational, critical thinking and analytical skills along with follow through, thoroughness and attention to details.
Strong written and verbal communication skills
Strong editing and proofreading skills
Ability to multi-task and meet deadlines with competing/conflicting priorities
Bachelor's Degree preferred or 5 years minimum experience in proposal/project/business administration and reporting functions

Skills

Strong/excellent written and verbal communication skills for documenting necessary processes, business requirement proposals, client interaction, and project documentation as required.

Strong critical thinking, analytical, inter-personal and problem-solving skills coupled with thoroughness and attention to detail.
Team player

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

Acts timely, efficiently and independently, taking ownership of client satisfaction.
Assists with more complex client related issues.
Builds effective relationships with internal/external stakeholders.
Assesses and evaluates problematic trends in overdrawn accounts and escalates issues as per directives.
May provide day to day operational leadership and coaching.
May coordinate client fee billing for third party vendor charges.
Provides first line assistance on document exception and maturity report research.
Identifies, records and escalates any potential risk issues and recommends workflow process alternatives.
Investigates, recommends actions on overdrawn accounts within internal timeframes.

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

Gathers data to advance sale process and completes all required documentation.

Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.

Tracks implementation requests to keep the process on track with timelines.
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.

Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
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.
Ensures accurate billing to clients.
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.

If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
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.

Compensation and Benefits:
$52, $75,600.00

The base salary represents BMO Financial Group's hiring range for this position.

Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role.

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

Base salary is one component of BMO Financial Group's total compensation package for employees, which may include performance-based incentives, commissions or 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:

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

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. BMO is an equal opportunity/affirmative action employer.

All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

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.

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