TPS Sales Portfolio Manager - Cross-Border

BMO • Chicago, IL

2d

About 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. 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 a portfolio of Canadian based clients with US Treasury and Payment Solutions (TPS) needs. Collaborate with clients to deliver TPS solutions supporting cross-border operations and growth. Runs point for sales activities such as presentations, bids/proposals, and requests for information. Manages 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. Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives. Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes. Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management. 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. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed.

Requirements

• 4 – 6 years of relevant experience in treasury management and treasury products
• Must have the ability to manage commercial banking clients
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Any other related discipline or commensurate work experience considered.
• Technical proficiency gained through education and/or business experience.
• Advanced level of proficiency: Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Problem Solving Time Management Detail-Oriented

Nice To Haves

• While not required, French language skills are a strong asset given the client base and cross-border nature of this role.

Responsibilities

• Generate leads and close sales of treasury management and payment solutions
• Monitor implementation activities to ensure alignment with timelines
• Provide tailored treasury management solutions and optimize sales processes
• Manage sales processes, client engagement and outcomes
• Manage a portfolio of Canadian based clients with US Treasury and Payment Solutions (TPS) needs
• Collaborate with clients to deliver TPS solutions supporting cross-border operations and growth
• Run point for sales activities such as presentations, bids/proposals, and requests for information
• Manage client sales inquiries related to product offerings, pricing, and implementation
• Conduct sales discussions, introducing innovative products and services, sharing insights on industry trends
• Handle the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies
• Analyze trends in overdrawn accounts to identify compliance risks
• Coordinate client implementation activities ensuring implementation activities are aligned with timelines and outcomes
• Provide guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management
• Analyze client and industry data to inform customized client solution strategies
• Work closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs
• Build advocacy and adoption of the suite of industry leading NA TPS digital products & solutions
• Support implementation activities, including documentation, pricing, and project timelines
• Ensure adherence to regulatory requirements, internal controls, and compliance

Benefits

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

What This Job Offers

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