Tps Portfolio Manager - Institutional Markets

Bmousbenefits

320 S Canal Street, Unknown, USA
Base: $74,000.00 - $138,000.00; bonus/equity: comm...
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Treasury management solutions
Payment solutions sales
Client relationship management
** BMO Financial Group is seeking a Tps Portfolio Manager for their Institutional Markets division, focusing on consultative sales and relationship management in treasury management and payment solutions. The ideal candidate will have 5-7 years of experience in sales or financial operations, a strong understanding of cash management, and a commitment to regulatory compliance. **

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

Matching Summary

Match Score: 75

** BMO Financial Group is seeking a Tps Portfolio Manager for their Institutional Markets division, focusing on consultative sales and relationship management in treasury management and payment solutions. The ideal candidate will have 5-7 years of experience in sales or financial operations, a strong understanding of cash management, and a commitment to regulatory compliance. **

Salary

Base: $74,000.00 - $138,000.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Treasury Management Solutions
  • Payment Solutions Sales
  • Client Relationship Management
  • Consultative Sales Practices
  • Regulatory Compliance
  • Financial Analysis

Nice-to-have

  • Innovative Product Introduction
  • Cross-selling Treasury Solutions
  • Leveraging External Networks
  • Process Improvement
  • Client Advocacy
  • Team Collaboration

Key Requirements

  • 5-7 years relevant experience
  • Bachelor's degree required
  • Sales and treasury management experience
  • Financial operations or risk management experience
  • Intermediate proficiency in People Management
  • Advanced proficiency in Treasury Management

Work Rights

Not specified

Tailored Resume

Cover Letter