Portfolio Manager – Treasury & Payment Solutions Specialty Groups - Industry Verticals

Bank of Montreal•Phoenix, AZ

9d•Onsite

About The Position

This Portfolio Manager in for Industry Verticals, supporting our midcorp and Engineering and Construction specialties, acts as the single point of contact for their client portfolio and drives growth through consultative sales and relationship management. This role is responsible for retaining and expanding client portfolios, identifying opportunities to cross-sell TPS products and broader bank solutions, and ensuring a seamless client experience with BMO. Success requires collaboration across internal teams —including relationship managers, product specialists, client services, and implementation—to ensure exceptional service and timely delivery.

Requirements

6+ years of experience in treasury management either at a bank, fintech environment or as a corporate practitioner
Bachelor’s degree required
Strong consultative sales skills and ability to influence decision-making.
Deep knowledge of cash management, payment technologies, and regulatory compliance.
Excellent communication, collaboration, and problem-solving skills.
Demonstrated ability to analyze and interpret financial and operational data to identify client opportunities and manage portfolio performance
5 – 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; Business Administration, Finance and Accounting preferred.
Any other related discipline or commensurate work experience considered.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Intermediate level of proficiency: Structuring Deals
People Management
Advanced level of proficiency: Treasury Management
Cash Management
Payment Technologies
Financial Analysis
Risk Assessment
Quality Assurance
Auditing
Regulatory Compliance
Data Analysis
Reporting
Sales CRM
Problem Solving
Collaboration

Responsibilities

Serve as the primary client contact, managing relationships and ensuring a high-quality TPS experience for your assigned client book.
Drive TPS revenue growth by developing new business, cross-selling solutions, and identifying One Client opportunities across the bank.
Achieve/exceed key objectives and goals for sales production, new relationships, cross-selling and portfolio growth.
Execute sales with a disciplined approach to client planning and strategy, collaborating with RMs and other client coverage teams to deliver the optimal solution to the client or prospect.
Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank's Treasury products and services.
Develop proposals, pricing strategies, and presentations to support new business opportunities and deepen TPS relationships.
Proactively provide clients with market insights and leading practices in treasury management, liquidity, and working capital to support their business growth and strategy.
Collaborate with Service and Onboarding teams to ensure smooth client implementation experience and service resolution.
Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
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.
Monitors implementation activities to ensure alignment with timelines.
Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes.
Manages sales processes, client engagement and outcomes.
Manages complex client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement.
Promotes new business opportunities by building client relationships, cross-selling treasury solutions, and leveraging external networks.
Coordinates deal closures by collaborating with internal teams, external stakeholders, and clients to ensure agreements are finalized effectively and in compliance with organizational standards.
Ensures the accuracy of documentation for cash management services, reviewing service agreements and maintaining compliance with internal policies and guidelines.
Proactively resolves discrepancies in client documentation and maturity reports, ensuring records are accurate and risks are mitigated efficiently.
Monitors client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
Serves as a subject matter expert to stakeholders, addressing treasury and payment-related challenges, and providing insights to improve processes and solutions.
Advises clients on specialized cash flow and liquidity management strategies, offering tailored recommendations to enhance operational efficiency and financial planning.
Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.
Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.