BMO U.S.
Treasury & Payment Solution - Treasury Portfolio Manager
BMO U.S., Green Bay, Wisconsin, United States, 54311
Overview
Treasury & Payment Solution - Treasury Portfolio Manager role focusing on applying consultative sales and relationship management to generate leads and close sales of treasury management and payment solutions for new and existing clients, while ensuring regulatory compliance. Responsibilities include monitoring implementation activities to align with timelines and providing tailored treasury management solutions to optimize sales processes and client experiences. Responsibilities
Manage client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. Conduct sales discussions, introduce innovative products and services, share insights on industry trends, and foster proactive client engagement. Handle the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. Analyze trends in overdrawn accounts to identify compliance risks and implement escalation procedures in line with company directives. Resolve document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues. Coordinate client implementation activities to ensure alignment with timelines and outcomes. Provide guidance on treasury management solutions to help clients optimize cash flow and enhance liquidity management. Attend industry forums and community events to enhance the Bank’s brand, stay updated on market trends, and leverage insights to support sales strategies. Build and maintain 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. Analyze client and industry data to inform customized client solution strategies, including optimizing working capital management. 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 NA TPS digital products & solutions. Support implementation activities, including documentation, pricing, and project timelines to ensure timely delivery and continuous process improvements. Ensure 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. Exercise judgment to identify, diagnose, and solve problems within given rules. Work independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications
4 – 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred. 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 proficiency areas
Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis & Reporting Problem Solving Time Management Detail-Oriented Salary & Employment Details
Salary: $51,800.00 - $95,900.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: BMO Total Rewards (Note: URL not included in the refined description). About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. To find out more visit us at our careers page. BMO is proud to be an equal employment opportunity employer and will consider applicants with criminal histories consistent with applicable law. For accommodations, please contact BMOCareers.Support@bmo.com. Job Details
Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales Industries: Banking Location: Green Bay, WI
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Treasury & Payment Solution - Treasury Portfolio Manager role focusing on applying consultative sales and relationship management to generate leads and close sales of treasury management and payment solutions for new and existing clients, while ensuring regulatory compliance. Responsibilities include monitoring implementation activities to align with timelines and providing tailored treasury management solutions to optimize sales processes and client experiences. Responsibilities
Manage client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. Conduct sales discussions, introduce innovative products and services, share insights on industry trends, and foster proactive client engagement. Handle the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. Analyze trends in overdrawn accounts to identify compliance risks and implement escalation procedures in line with company directives. Resolve document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues. Coordinate client implementation activities to ensure alignment with timelines and outcomes. Provide guidance on treasury management solutions to help clients optimize cash flow and enhance liquidity management. Attend industry forums and community events to enhance the Bank’s brand, stay updated on market trends, and leverage insights to support sales strategies. Build and maintain 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. Analyze client and industry data to inform customized client solution strategies, including optimizing working capital management. 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 NA TPS digital products & solutions. Support implementation activities, including documentation, pricing, and project timelines to ensure timely delivery and continuous process improvements. Ensure 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. Exercise judgment to identify, diagnose, and solve problems within given rules. Work independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications
4 – 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred. 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 proficiency areas
Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis & Reporting Problem Solving Time Management Detail-Oriented Salary & Employment Details
Salary: $51,800.00 - $95,900.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: BMO Total Rewards (Note: URL not included in the refined description). About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. To find out more visit us at our careers page. BMO is proud to be an equal employment opportunity employer and will consider applicants with criminal histories consistent with applicable law. For accommodations, please contact BMOCareers.Support@bmo.com. Job Details
Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales Industries: Banking Location: Green Bay, WI
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