Tps Portfolio Manager - Institutional Markets

BMO

Chicago, IL, United States
Base: $74,000.00 - $138,000.00; bonus/equity: may ...
Treasury management solutions
Payment solutions sales
Client relationship management
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

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.
  • Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.

Matching 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.

Salary

Base: $74,000.00 - $138,000.00; Bonus/Equity: May include commission structure; 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
  • Sales Process Optimization
  • Regulatory Compliance
  • Financial Analysis

Nice-to-have

  • Consultative Sales Approach
  • Cross-selling Treasury Solutions
  • Industry Trend Insights
  • Client Experience Enhancement
  • Team Collaboration
  • Diversity and Inclusion Advocate

Key Requirements

  • 5-7 years relevant experience
  • Bachelor's degree required
  • Sales and treasury management experience
  • Financial operations or risk management experience

Work Rights

Not specified

Tailored Resume

Cover Letter