Manager

• 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
• Monitors implementation activities to ensure alignment with timelines
• Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes
• Manages sales processes, client engagement and outcomes
• Manages 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
• Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio
• Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives
• Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues
• Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes
• Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management
• 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
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
• Exercises judgment to identify, diagnose, and solve problems within given rules
• Works independently on a range of complex tasks, which may include unique situations
• Broader work or accountabilities may be assigned as needed

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