Corporate Card Account Manager

bmo; Atlanta (GA); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

BMO is seeking an Account Manager to cultivate long-term relationships with Commercial Card customers and manage a portfolio from activation through the full lifecycle. You will identify growth opportunities, resolve issues, and serve as a subject matter expert for treasury and payment solutions.

The role emphasizes consultative sales, regulatory compliance, and collaboration across internal teams to deliver tailored treasury solutions and optimize client experiences.

Formación

• 7+ years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment.
• Bachelor's degree required, Master's degree preferred; Business Administration, Finance and Accounting preferred.
• Must have Commercial Banking experience
• Must have Treasury experience
• Must have corporate card experience
• Seasoned professional with a combination of education, experience and industry knowledge.
• Advanced level of proficiency: Structuring Deals
• Expert level of proficiency: Treasury Management
• Cash Management
• Payment Technologies
• Financ

Responsabilidades

• Leads business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross-selling treasury and cash management solutions, and leveraging professional networks to expand business reach.
• Leads complex deal closures with internal teams and stakeholders to ensure efficient execution aligned with organizational goals and compliance.
• Evaluates potential vulnerabilities and manages risks within client portfolios, ensuring compliance with regulatory standards while aligning service levels with business objectives.
• Oversees client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
• Serves as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency.
• Represents the organization at industry forums and community events, utilizing market insights and trends to reinforce the Bank's brand and identify new business opportunities.
• Executes on strategic initiatives by coordinating cross-functional teams, ensuring alignment with business goals, operational excellence, and market-leading practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Champions process optimization by spearheading large-scale workflow improvements and integrating best practices across treasury and payment operations to enhance operational efficiency.
• 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.
• 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.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.

Conocimientos

Sales experience

Relationship management

Regulatory compliance

Treasury management

Cash management

Payment technologies

Data governance

Strategic thinking

Educación

Bachelor's degree

Master's degree

Descripción del empleo

Application Deadline: 11/29/2026

Address: 1230 Peachtree Street

Job Family Group: Commercial Sales & Service

Looking for an Account Manager to create long-term, trusted relationships with our Commercial Card customers.

Successful candidates will oversee a portfolio of assigned customers, from acquisition through activation and onwards through the entire account lifecycle, identifying new program growth and optimization opportunities, while acting as a problem-solving resource, subject matter expert and point of escalation and timely resolution.

Job Description

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

• Leads business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross-selling treasury and cash management solutions, and leveraging professional networks to expand business reach.
• Leads complex deal closures with internal teams and stakeholders to ensure efficient execution aligned with organizational goals and compliance.
• Evaluates potential vulnerabilities and manages risks within client portfolios, ensuring compliance with regulatory standards while aligning service levels with business objectives.
• Oversees client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
• Serves as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency.
• Represents the organization at industry forums and community events, utilizing market insights and trends to reinforce the Bank's brand and identify new business opportunities.
• Executes on strategic initiatives by coordinating cross-functional teams, ensuring alignment with business goals, operational excellence, and market-leading practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Champions process optimization by spearheading large-scale workflow improvements and integrating best practices across treasury and payment operations to enhance operational efficiency.
• 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.
• 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.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.

Broader work or accountabilities may be assigned as needed.

Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• 7+ years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment is preferred.
• Bachelor's degree required, Master's degree preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
• Must have Commercial Banking experience
• Must have Treasury experience
• Must have corporate card experience
• Seasoned professional with a combination of education, experience and industry knowledge.
• Advanced level of proficiency: Structuring Deals
• Expert level of proficiency: Treasury Management
• Cash Management
• Payment Technologies
• Financ