Treasury & Payments Solutions Portfolio Lead

BMO; Southwestern Ontario; On-site; CAD 70,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Portfolio Manager to drive client success through treasury and payment solutions for a portfolio of commercial clients in Ontario, Canada. You will optimize cash flow, enhance liquidity, and streamline payment operations as a trusted advisor.

In this role you will grow relationships, deliver strategic treasury guidance, and oversee onboarding, pricing, and implementation while ensuring risk controls and regulatory compliance.

Qualifications

• Bachelor's degree in business, finance, accounting, or related field.
• 4-6 years of treasury/cash management or commercial banking experience.
• Proven success in portfolio or relationship management.
• Strong communication, negotiation, analytical and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as the primary relationship manager for a portfolio of commercial clients, developing deep knowledge of their objectives and needs.
• Build and maintain trusted, long-term relationships with key decision-makers and stakeholders.
• Identify opportunities to expand client relationships through treasury management, cash management, and payment solutions.
• Provide consultative advice on treasury and cash management strategies to improve working capital and liquidity.
• Lead client discussions on product offerings, pricing, and implementation; promote adoption of treasury and payment solutions.

Skills

Portfolio mgmt

Relationship mgmt

Negotiation

Financial analysis

Communication

Education

Bachelors in Business/Finance

Job description

BMO Financial Group is seeking a Portfolio Manager to drive client success through treasury and payment solutions for a portfolio of commercial clients in Ontario, Canada. You will optimize cash flow, enhance liquidity, and streamline payment operations as a trusted advisor.

In this role you will grow relationships, deliver strategic treasury guidance, and oversee onboarding, pricing, and implementation while ensuring risk controls and regulatory compliance.