Portfolio Manager -treasury & Payment Solutions (english/french)

BMO

Moncton, Canada
Base: $53,200.00 - $98,300.00; bonus/equity: not s...
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Treasury management solutions
Payment solutions
Client relationship management
** BMO is seeking a Portfolio Manager for Treasury & Payment Solutions in Moncton, Canada, who will apply consultative sales and relationship management practices to enhance client experiences and drive sales of treasury management solutions. The ideal candidate should possess strong communication skills in both English and French, along with relevant experience in treasury management and financial operations. **

Job Summary

  • 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.
  • Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes.
  • 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.

Matching Summary

Match Score: 75

** BMO is seeking a Portfolio Manager for Treasury & Payment Solutions in Moncton, Canada, who will apply consultative sales and relationship management practices to enhance client experiences and drive sales of treasury management solutions. The ideal candidate should possess strong communication skills in both English and French, along with relevant experience in treasury management and financial operations. **

Salary

Base: $53,200.00 - $98,300.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Treasury management solutions
  • Payment solutions
  • Client relationship management
  • Sales process optimization
  • Regulatory compliance

Nice-to-have

  • Industry trend insights
  • Digital product advocacy
  • Cross-functional collaboration
  • Continuous process improvements

Key Requirements

  • 4-6 years of relevant experience
  • Bachelor's degree
  • English and French fluency
  • Treasury Management proficiency
  • Cash Management proficiency
  • Payment Technologies proficiency
  • Financial Analysis proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter