TPS Sales Portfolio Manager - Cross - border

Treasury Management Solutions Consultant

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.

Responsibilities include:

• Managing a portfolio of Canadian based Midmarket clients with US Treasury and Payment Solutions (TPS) needs.
• Collaborating with clients to deliver TPS solutions supporting cross-border operations and growth.
• Running point for sales activities such as presentations, bids/proposals, and requests for information.
• Managing client sales inquiries related to product offerings, pricing, and implementation.
• Conducting sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement.
• Handling the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio.
• Analyzing trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives.
• Coordinating client implementation activities ensuring alignment with timelines and outcomes.
• Providing guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management.
• Analyzing client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
• Working closely with internal teams and stakeholders to define products, solutions, and strategies that best fit clients’ needs.
• Building advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
• Supporting implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
• Ensuring 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:

• 4 – 6 years of relevant experience in treasury management, financial operations, or risk management in a corporate or banking environment is preferred.
• Bachelor’s degree required; Business Administration, Finance, and Accounting preferred. Any other related discipline or commensurate work experience considered.
• Technical proficiency gained through education and/or business experience.
• While not required, French language skills are a strong asset given the client base and cross-border nature of this role.

Advanced level of proficiency:

• Treasury Management
• Cash Management
• Payment Technologies
• Financial Analysis
• Risk Assessment
• Quality Assurance Auditing
• Regulatory Compliance
• Data Analysis Reporting
• Problem Solving
• Time Management
• Detail-Oriented

Salary: $57,500.00 - $106,500.00

Pay Type: Salaried

The above represents BMO Financial Group’s 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 Group’s expected target for the first year in this position.

BMO Financial Group’s 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.