Technical Product Consultant

About the position Conduct client training sessions and create user guides for Trade Finance and Supply Chain platforms. Support technical implementation, including system configuration, testing, and integrations. Act as a subject matter expert on trade instruments (LCs, guarantees) and SCS programs (payables/receivables finance). Provide troubleshooting and post-implementation support. Collaborate with Product, Tech, and Operations teams. Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Leads and executes business development plans so that business goals are achieved or exceeded. Participates on client calls as required. Addresses customer services issues according to established guidelines, escalating as required. Develops solutions for customer issues, engaging multiple stakeholders as required. Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients. Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk. Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments. Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures. Designs comprehensive training programs to enhance team capabilities and align with strategic objectives. Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments. Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively. Responds to and facilitates the resolution of client service requests. Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction. Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed.

Responsibilities

• Conduct client training sessions and create user guides for Trade Finance and Supply Chain platforms.
• Support technical implementation, including system configuration, testing, and integrations.
• Act as a subject matter expert on trade instruments (LCs, guarantees) and SCS programs (payables/receivables finance).
• Provide troubleshooting and post-implementation support.
• Collaborate with Product, Tech, and Operations teams.
• Provides daily operational service support and ensures the delivery of exceptional client experiences.
• Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.
• Leads and executes business development plans so that business goals are achieved or exceeded.
• Participates on client calls as required.
• Addresses customer services issues according to established guidelines, escalating as required.
• Develops solutions for customer issues, engaging multiple stakeholders as required.
• Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients.
• Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk.
• Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
• Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments.
• Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
• Designs comprehensive training programs to enhance team capabilities and align with strategic objectives.
• Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments.
• Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
• Responds to and facilitates the resolution of client service requests.
• Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
• Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Requirements

• 5+ years in Trade Finance or Supply Chain Solutions Products.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Advanced level of proficiency: Product Knowledge Regulatory Compliance Data Analysis Reporting Document Management Microsoft Office Project Management Problem-Solving Detail-Oriented People Management Stakeholder Management Strategic Thinking

Nice-to-haves

• Bachelor's degree preferred; Business Administration, Finance or Marketing preferred.
• Any other related discipline or commensurate work experience considered.

Benefits

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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