Client-Facing Treasury Growth Portfolio Manager

BMO; Toronto; On-site; CAD 55,000 - 120,000; Full time

Benefits offered by this job

Health Insurance

Tuition Reimbursement

Accident and Life Insurance

Retirement Savings Plans

Job summary

BMO is seeking a client-facing growth professional to manage and expand a Mid-Market Canadian Commercial Banking portfolio, driving treasury and cash management solutions for business clients in Canada. You will collaborate with Commercial Banking partners, identify opportunities, and lead sales of treasury products while ensuring regulatory compliance.

The role emphasizes relationship management, industry insights, and delivering tailored financial solutions to optimize clients’ cash flow and

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.

Responsibilities

• 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.
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.

Skills

Treasury Management

Cash Management

Payment Technologies

Financial Analysis

Risk Assessment

Quality Assurance Auditing

Regulatory Compliance

Data Analysis Reporting

Problem Solving

Time Management

Detail-Oriented

Education

Bachelor's degree in Business Administration, Finance or Accounting

Job description

BMO is seeking a client-facing growth professional to manage and expand a Mid-Market Canadian Commercial Banking portfolio, driving treasury and cash management solutions for business clients in Canada. You will collaborate with Commercial Banking partners, identify opportunities, and lead sales of treasury products while ensuring regulatory compliance.

The role emphasizes relationship management, industry insights, and delivering tailored financial solutions to optimize clients’ cash flow and