Corporate Card Account Manager

BMO • Dallas, TX

1d • $100,000 - $220,000

About The Position

The Corporate Card Account Manager builds long-term, trusted relationships with Commercial Card customers and oversees an assigned portfolio from acquisition and activation through the full account lifecycle. The role identifies opportunities for program growth and optimization and serves as a problem-solving resource, subject matter expert, and point of escalation for timely resolution.

The position 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. It monitors implementation activities, provides tailored treasury management solutions, and improves sales processes and client outcomes. The role operates at a group or enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

Requirements

• 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; a Master’s degree is preferred. Business Administration, Finance, and Accounting are preferred fields; another related discipline or commensurate work experience may be considered.
• Commercial Banking experience required.
• Treasury experience required.
• Corporate card experience required.
• Seasoned professional with a combination of education, experience, and industry knowledge.
• Advanced proficiency in structuring deals.
• Expert proficiency in treasury management, cash management, payment technologies, financial analysis, risk assessment, quality assurance auditing, regulatory compliance, data analysis reporting, Sales CRM, problem solving, and collaboration.

Nice To Haves

• Master’s degree preferred.
• Business Administration, Finance, or Accounting education preferred.
• 7+ years of relevant experience is preferred.

Responsibilities

• Build and nurture strategic relationships with prospects and existing clients, identify cross-selling opportunities for treasury and cash management solutions, and use professional networks to expand business reach.
• Lead complex deal closures with internal teams and stakeholders, ensuring efficient execution aligned with organizational goals and compliance.
• Evaluate potential vulnerabilities and manage risks within client portfolios, ensuring regulatory compliance and alignment between service levels and business objectives.
• Oversee client implementation activities, monitor timely delivery, and provide feedback to refine internal processes and improve client experiences.
• Serve as a subject matter expert and deliver treasury solutions that improve client and internal operational efficiency.
• Represent the organization at industry forums and community events, using market insights and trends to reinforce the Bank’s brand and identify business opportunities.
• Coordinate cross-functional teams on strategic initiatives, maintaining alignment with business goals, operational excellence, and market-leading practices.
• Coordinate database management and ensure data alignment and integration in accordance with data governance standards.
• Lead workflow improvements and integrate best practices across treasury and payment operations to improve efficiency.
• Build and maintain relationships with high-value and strategic clients, provide strategic advice on financial solutions, and deliver exceptional service and partnership.
• Analyze client and industry data to develop customized client solution strategies, including working capital optimization.
• Work with internal teams and stakeholders to define products, solutions, and strategies that fit clients’ needs.
• Build advocacy for and adoption of the suite of NA TPS digital products and solutions.
• Support implementation activities, including documentation, pricing, and project timelines, and pursue continuous process improvements.
• Ensure adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
• Apply expertise and creative problem-solving to unique or ambiguous situations and complex, non-routine problems.
• Implement changes in response to shifting trends.
• Apply the Risk Management Framework and Risk Culture, make sound and risk-informed decisions within approved Risk Appetite, protect assets, and comply with applicable policies, laws, and regulations.
• Take on broader work or accountabilities as needed.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included, along with other perks and rewards.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior