Elevate your career with BMO Financial Group as a Treasury Management Portfolio Manager. Focus on consultative sales, client relationships, and treasury solutions delivery in a dynamic environment. In this mid-level role, you will leverage 4-6 years of relevant experience in treasury management, financial operations, or risk management.
Your expertise will optimize sales processes while enhancing client experiences by providing tailored treasury management solutions. You will effectively manage client engagement and ensure compliance in all operations. Key Responsibilities:
- Manage client sales inquiries with explicit communication
- Conduct sales discussions and introduce innovative products
- Build relationships to drive client acquisition strategies
- Analyze compliance risks related to overdrawn accounts
- Coordinate implementation activities to meet timelines
Requirements:
- Bachelor's degree in Business Administration or Finance
- 4-6 years of experience in treasury management
- Proficiency in cash management and financial analysis
- Strong ability in regulatory compliance and risk assessment
- Excellent problem-solving and time management skills
Utilize your treasury management expertise to drive client success and enhance financial solutions with BMO.