Corporate Card Account Manager

Bank of Montreal • Dallas, TX

1d

About The Position

The Corporate Card Account Manager creates and maintains long-term relationships with Commercial Card customers, overseeing assigned accounts from acquisition and activation through the full account lifecycle. The role identifies opportunities to grow and optimize client programs, provides expert guidance and problem resolution, and serves as a point of escalation to ensure timely resolution. It uses consultative sales and relationship management to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.

The position manages sales processes, client engagement and outcomes; monitors implementation activities against timelines; and provides tailored treasury management solutions. It works across internal teams to shape solutions that meet client needs, improve working-capital management and increase adoption of North American Treasury and Payment Solutions digital products. The role also supports strategic initiatives and process improvements, manages portfolio risks and compliance obligations, and serves as a specialist resource to senior leaders and stakeholders. Additional duties may be assigned as needed.

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, 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 potential vulnerabilities and manage client portfolio risks while aligning service levels with business objectives and regulatory standards.
• Oversee client implementation activities, monitor timely delivery, 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 on strategic initiatives, ensuring alignment with business goals and operational 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.
• Maintain long-term relationships with high-value and strategic clients, provide financial solutions advice, and deliver strong service and partnership.
• Analyze client and industry data to develop tailored solutions, including strategies to optimize working-capital management.
• Work with internal teams and stakeholders to define products, solutions and strategies that meet client needs.
• Promote adoption of North American Treasury and Payment Solutions digital products and solutions.
• Support implementations, including documentation, pricing and project timelines, while driving timely delivery and continuous improvement.
• Ensure adherence to regulatory requirements, internal controls and compliance obligations; mitigate risk and maintain service standards.
• Apply the Risk Management Framework and make sound, risk-informed decisions consistent with business strategy, the organization’s risk appetite, policies, laws and regulations.
• Address complex, non-routine or ambiguous situations using professional expertise and creative problem-solving, and implement changes in response to shifting trends.
• Take on broader work or accountabilities as assigned.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• The total compensation package may include performance-based incentives, discretionary bonuses, and other perks and rewards.
• Training and coaching, manager support, and network-building opportunities

What This Job Offers

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