Treasury and Payment Solutions Portfolio Manager--Commercial Real Estate

BMO • Chicago, IL

5d • $74,000 - $138,000

About The Position

The Treasury and Payment Solutions (TPS) Sales organization within BMO’s U.S. Commercial Bank delivers cash management, card solutions, merchant services, and deposit products to clients across diverse industries. The Specialty Groups Sales team focuses on tailored solutions for key verticals such as Commercial Real Estate, Food, Consumer & Agriculture, Transportation Finance, Asset-Based Lending and Sponsor Finance & Funds. The Portfolio Manager in TPS Sales 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 product specialists, client services, and implementation—to ensure exceptional service and timely delivery. This role is primarily focused on the Transportation Finance and Asset-Based Lending Sectors.

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
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem-solving skills - In-depth.
• Influence skills - In-depth.
• Data-driven decision making - In-depth.
• 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.
• Develops new business by contacting prospects and clients, and by cross-selling Bank's cash management and related products and services.
• Responsible for retaining and growing portfolio of cash management, commercial card and deposit clients
• Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
• Coordinates with TPS HQ organization, including Client Service, Implementations, Documentation, Help Desk and Product Specialists.
• Serves as a daily escalation resource to ensure client expectations are met or exceeded.
• Advises business clients on cash management and deposit solutions.
• Advises clients, as needed, on liquidity, business management and other financial matters.
• Develops and manages banking relationships, plans for prospective clients.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Provides oversight, monitoring, and reporting specific to the assigned business group for regulatory remediation.
• Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's Treasury products and services.
• Ensures proper documentation for cash management services.
• Reviews cash management service agreements for completeness and accuracy.
• Negotiates terms under which cash management services will be extended, including costs
• Ensures delivery of cash management services is in accordance with corporate policies, pricing guidelines, and portfolio considerations.
• Follows up after implementation to ensure all products were implemented successfully.
• Acts as the daily sales contact for the client for sales-related questions such as product information, pricing, implementation timeframes and requirements.
• Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.
• Responsible for pre-sales activities, including pitch preparation and client research and preparation of prospect and client files for action
• Tracks implementation requests to keep the process on track with timelines and ensures accurate billing to clients.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post-call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to the sales team to facilitate a solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing, ensuring client experience is seamless, and opportunities are identified and met.
• Maintains current client information on the Bank system/files to ensure client history is accurate and complete.
• 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.

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
• Number of Employees: 5,001-10,000 employees