Corporate Card Account Manager

Bank of Montreal • Atlanta, GA

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 customer portfolio from acquisition and activation through the full account lifecycle. The role identifies opportunities for program growth and optimization while serving as a problem-solving resource, subject matter expert, and escalation point for 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 ensuring regulatory compliance. It manages client engagement and sales outcomes, monitors implementation timelines, provides tailored treasury management solutions, and improves sales processes and client experiences. The role operates at a group or enterprise-wide level as a specialist resource to senior leaders and stakeholders, addressing complex or ambiguous situations and adapting to changing trends.

The position also applies BMO’s Risk Management Framework, Risk Culture, and approved Risk Appetite when making decisions, protecting bank assets and complying with applicable policies, laws, and regulations. Broader work or accountabilities 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 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 risks within client portfolios, maintaining regulatory compliance and alignment between service levels and business objectives.
• Oversee client implementation activities, monitor timely delivery, and provide actionable 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 large-scale workflow improvements and integrate best practices across treasury and payment operations to improve efficiency.
• Build and maintain long-term relationships with high-value and strategic bank clients, offering strategic advice on financial solutions and delivering exceptional service.
• Analyze client and industry data to develop customized client solution strategies, including strategies to optimize working-capital management.
• Work with internal teams and stakeholders to define products, solutions, and strategies that fit client needs.
• Build advocacy and adoption of the suite of industry-leading NA TPS digital products and solutions.
• Support implementation activities, including documentation, pricing, and project timelines, while promoting timely delivery and continuous process improvement.
• Ensure adherence to regulatory requirements, internal controls, and compliance obligations; mitigate risk and maintain service standards.
• Operate at a group or enterprise-wide level as a specialist resource to senior leaders and stakeholders; address complex, non-routine or ambiguous problems and implement changes in response to shifting trends.
• Apply the Risk Management Framework and make sound, risk-informed decisions aligned with business strategy, approved Risk Appetite, applicable policies, laws, and regulations.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in the total compensation package.
• Other perks and rewards may be included in the total compensation package.
• Training and coaching, manager support, and network-building opportunities.

What This Job Offers

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