Portfolio Manager Treasury & Payment Solutions

Application Deadline :

11 / 27 / 2025

Address : 1675 Grafton Street

Job Family Group :

Commercial Sales & Service

Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes client engagement and outcomes.

• Manages client sales inquiries related to product offerings pricing and implementation ensuring clear communication and timely responses to facilitate the sales process.
• Conducts sales discussions introducing innovative products and services sharing insights on industry trends and fostering proactive client engagement.
• Handles the Client Management Process (CMP) by identifying client needs building relationships and driving acquisition strategies to grow the client portfolio.
• Analyses trends in overdrawn accounts to identify compliance risks implementing escalation procedures in line with company directives.
• Resolves document exceptions and maturity report discrepancies ensuring record accuracy and addressing potential issues.
• Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes.
• Provides guidance on treasury management solutions helping clients optimize cash flow and enhance liquidity management.
• Attends industry forums and community events enhancing the Banks brand staying updated on market trends and leveraging insights to support sales strategies.
• Builds and maintains strong long-term relationships with the banks high-value and strategic clients providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
• Works closely with internal teams and stakeholders to define products solutions and strategies that best fit clients needs.
• Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
• Supports implementation activities including documentation pricing and project timelines ensuring timely delivery and continuous process improvements.
• Ensures adherence to regulatory requirements internal controls and compliance mitigating risk and maintaining service standards.
• Focus is primarily on business / group within BMO; may have broader enterprise-wide focus.
• Exercises judgment to identify diagnose and solve problems within given rules.
• Works independently on a range of complex tasks which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications :

Advanced level of proficiency :

Salary :

$53200.00 - $98300.00

Pay Type : Salaried

The above represents BMO Financial Groups pay range and type.

Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives 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 : Us

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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. 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.

Required Experience :

Manager

Key Skills

Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 53200 - 98300