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 TPS solutions that support 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 industry trend insights
• Identify client needs and drive acquisition strategies to grow the client portfolio
• Coordinate client implementation activities to ensure alignment with timelines and outcomes
• Analyze client and industry data to develop customized strategies for optimizing working capital
• 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 ability to manage commercial banking clients
• Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
• Proficiency in treasury management, cash management, and payment technologies
• Strong skills in financial analysis, risk assessment, and data analysis reporting

Preferred Qualifications

• French language skills are a strong asset due to the cross-border nature of the client base

Benefits

• Competitive salary and performance-based incentives
• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

About the Company

BMO is a leading North American bank driven by a purpose to Boldly Grow the Good in business and life. We provide personal and commercial banking, wealth management, and investment services to more than 12 million customers across Canada, the United States, and globally.