Apply on Employer Site

BMO · 1 week ago

Treasury and Payment Solutions Portfolio Manager--Commercial Real Estate

Chicago, IL, USA

Full-time

Onsite

Mid, Senior Level

$74K/yr - $138K/yr

6+ years exp

BMO is a financial institution focused on delivering cash management and payment solutions to diverse industries. The Portfolio Manager will manage client relationships, drive revenue growth, and ensure a seamless client experience by collaborating with internal teams.

BankingCrowdfundingFinanceFinancial Services

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

Qualification

Treasury ManagementCash ManagementPayment TechnologiesFinancial AnalysisRegulatory ComplianceRisk AssessmentData Analysis ReportingSales CRMConsultative Sales SkillsPeople ManagementAnalytical SkillsInfluence SkillsProblem SolvingCollaborationCommunication Skills