BMO · 18 hours ago
TPS Portfolio Manager - Institutional Markets
Chicago, IL, USA
Full-time
Onsite
Mid, Senior Level
$74K/yr - $138K/yr
5+ years expBMO Bank N.A. is seeking a TPS Portfolio Manager in Institutional Markets to apply consultative sales and relationship management practices. The role involves generating leads, closing sales of treasury management and payment solutions, and ensuring regulatory compliance while enhancing client experiences.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Manages complex client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process
Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement
Promotes new business opportunities by building client relationships, cross-selling treasury solutions, and leveraging external networks
Coordinates deal closures by collaborating with internal teams, external stakeholders, and clients to ensure agreements are finalized effectively and in compliance with organizational standards
Ensures the accuracy of documentation for cash management services, reviewing service agreements and maintaining compliance with internal policies and guidelines
Proactively resolves discrepancies in client documentation and maturity reports, ensuring records are accurate and risks are mitigated efficiently
Monitors client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences
Serves as a subject matter expert to stakeholders, addressing treasury and payment-related challenges, and providing insights to improve processes and solutions
Advises clients on specialized cash flow and liquidity management strategies, offering tailored recommendations to enhance operational efficiency and financial planning
Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies
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
Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs
Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions
Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements
Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do
Ensures alignment between values and behaviour that fosters diversity and inclusion
Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders
Attracts, retains, and enables the career development of top talent
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance
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
Required
5 – 7 years of relevant experience in Sales and 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 is considered
Deep knowledge and technical proficiency gained through extensive education and business experience
Intermediate level of proficiency in Structuring Deals
Intermediate level of proficiency in People Management
Advanced level of proficiency in Treasury Management
Advanced level of proficiency in Cash Management
Advanced level of proficiency in Payment Technologies
Advanced level of proficiency in Financial Analysis
Advanced level of proficiency in Risk Assessment
Advanced level of proficiency in Quality Assurance Auditing
Advanced level of proficiency in Regulatory Compliance
Advanced level of proficiency in Data Analysis Reporting
Advanced level of proficiency in Sales CRM
Advanced level of proficiency in Problem Solving
Advanced level of proficiency in Collaboration
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
2026-01-20
MarketScreener
2026-01-06
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