TPS Sales Portfolio Manager - Cross-Border

Responsibilities

• Manage an existing portfolio of Canadian-based clients with US Treasury and Payment Solutions (TPS) needs.
• Collaborate with clients to deliver tailored TPS solutions supporting cross-border operations and growth.
• Lead sales activities including presentations, bids, proposals, and requests for information.
• Manage client inquiries regarding product offerings, pricing, and implementation to ensure timely responses.
• Conduct sales discussions to introduce innovative products and share insights on industry trends.
• Identify client needs and drive acquisition strategies to grow the client portfolio through the Client Management Process (CMP).
• Analyze client and industry data to optimize working capital and liquidity management strategies.
• Coordinate client implementation activities to ensure alignment with established timelines and outcomes.
• Ensure strict adherence to regulatory requirements, internal controls, and compliance standards.

Requirements

• 4–6 years of relevant experience in treasury management and treasury products.
• Proven experience in Portfolio Management.
• Direct experience in Commercial Banking.
• Ability to effectively manage commercial banking clients.
• Bachelor’s degree in Business Administration, Finance, Accounting, or a related discipline.
• Proficiency in financial analysis, risk assessment, and data analysis reporting.

Preferred Qualifications

• French language skills are considered a strong asset due to the cross-border nature of the client base.
• Advanced knowledge of payment technologies and cash management solutions.

About the Company

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers across Canada, the United States, and globally.