Treasury Solutions Portfolio Manager

Bank of Montreal; Quebec; On-site; CAD 56,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings

Job summary

Bank of Montreal is seeking a Commercial Sales & Service professional to apply consultative sales and relationship management practices, generating leads and closing sales of treasury management and payment solutions for new and existing clients.

You will monitor implementation activities, ensure timelines, and provide tailored treasury management solutions while collaborating with internal teams to optimize client experiences and achieve business outcomes.

Qualifications

• Experience in consulting sales and managing client relationships.
• Knowledge of treasury management products and payment solutions.
• Understanding of regulatory requirements in financial services.

Responsibilities

• Applies consultative sales and relationship practices to generate leads and close sales of treasury management and payment solutions.
• Monitors implementation activities to ensure timelines and successful delivery.
• Provides tailored treasury solutions and optimizes sales processes for better client experiences.
• Manages client engagement, inquiries, and overall outcomes to grow the portfolio.
• Ensures regulatory compliance and coordinates with internal teams on pricing and implementation.

Skills

Consultative sales

Relationship management

Regulatory compliance

Treasury management

Client engagement

Sales processes

Industry knowledge

Job description

Bank of Montreal is seeking a Commercial Sales & Service professional to apply consultative sales and relationship management practices, generating leads and closing sales of treasury management and payment solutions for new and existing clients.

You will monitor implementation activities, ensure timelines, and provide tailored treasury management solutions while collaborating with internal teams to optimize client experiences and achieve business outcomes.