Corporate Card Account Manager

BMO•Tampa, FL

1d•$100,000 - $220,000

About The Position

The Corporate Card Account Manager creates 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, escalation point, and partner in timely issue 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 maintaining regulatory compliance. It monitors implementation activities, provides tailored treasury management solutions, improves sales processes and client experiences, and manages sales processes, client engagement, and outcomes. The Account Manager also builds relationships with strategic clients, supports customized solutions and working-capital optimization, promotes digital products, coordinates cross-functional initiatives, and contributes expertise at a group or enterprise-wide level. The role applies BMO’s Risk Management Framework and makes informed decisions consistent with business strategy, approved risk appetite, policies, laws, and regulations.

Requirements

At least 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 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 and reporting, sales CRM, problem solving, and collaboration.

Nice To Haves

Master’s degree preferred.
Business Administration, Finance, or Accounting education 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 requirements.
Evaluate vulnerabilities and manage risks within client portfolios while aligning service levels with business objectives and regulatory standards.
Oversee client implementation activities, monitor timelines, and provide feedback to improve internal processes and 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 to execute strategic initiatives aligned 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 and process improvements across treasury and payment operations to enhance operational efficiency.
Build and maintain long-term relationships with high-value and strategic clients, provide strategic advice on financial solutions, and deliver exceptional service.
Analyze client and industry data to develop customized client solution strategies, including working-capital management optimization.
Work with internal teams and stakeholders to define products, solutions, and strategies that fit clients’ needs.
Build advocacy for and adoption of North American Treasury and Payment Solutions (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 standards; mitigate risk and maintain service standards.
Operate at a group or enterprise-wide level and serve as a specialist resource to senior leaders and stakeholders.
Apply expertise and creative problem-solving to unique or ambiguous situations and complex, non-routine problems.
Implement changes in response to shifting trends.
Take measured risks while protecting the Bank by applying the Risk Management Framework and making sound, risk-informed decisions consistent with business strategy, approved risk appetite, applicable policies, laws, and regulations.
Perform broader work or accountabilities as assigned.