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Portfolio Manager, Treasury & Payment Solutions at BMO - ApplyBlast

Portfolio Manager, Treasury & Payment Solutions

BMO

5 months ago

3.6 on Glassdoor

Moncton, NB

Onsite

Full Time

Executive

0 applicants

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About this role

A Portfolio Manager at BMO Financial Group drives revenue growth for commercial clients by providing consultative sales of treasury management and payment solutions. This client-facing role involves acquiring new business, expanding relationships, and optimizing cash flow and working capital while collaborating with internal teams for seamless implementation.

Responsibilities

Drive new business acquisition through consultative sales of treasury solutions
Manage end-to-end sales lifecycle for commercial clients
Analyze client financial data to recommend optimized payment strategies
Partner with implementation teams to deliver seamless onboarding
Represent the bank at industry forums to strengthen brand presence

Skills

Qualifications

Bachelor's degree in Business Administration, Finance, or Accounting3-6 years of experience in treasury management or financial services sales

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

View Profile

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.