Portfolio Manager

1 week ago

Montréal, Canada BMO Financial Group Full time

105 rue St-Jacques O MONTREAL Quebec,H2Y 1L6

Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience.
- 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.
- Applies business development strategies and collaborates with other BMO partners to grow the business and achieve goals.
- Reviews and monitors performance of the assigned market and sales opportunity pipeline to drive results.
- Participates in deal teams to develop, present proposals / pitches for new opportunities.
- Develops an effective external network to support the identification of new business opportunities.
- Delivers exceptional customer service that builds trust through expertise, responsive service and support.
- Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.
- Acts timely, efficiently, and independently, taking ownership of client satisfaction.
- May include focused calling and pipeline management activities.
- Works jointly with partners and stakeholders to develop non-standard/negotiated pricing agreements for cash management customers.
- Provides advice and guidance to assigned business/group on implementation of solutions.
- Helps determine business priorities and best sequence for execution of business / group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
- Monitors and tracks performance and addresses any issues.
- Supports product change management initiatives with tasks typically focused on execution and sustainment activities.
- Supports cash management product implementation and financial transaction set-up.
- Provides coaching and expertise on product and processes to enhance the knowledge, capabilities of other team members and business partners.
- Provides input into the planning and implementation of operational programs.
- Ensures internal guidelines and controls are in place to support management decision-making that protects the Bank's assets.
- Follows corporate policies, operating directives, laws and regulatory requirements.
- Makes recommendations to improve BMO processes and systems.
- Executes work to deliver timely, accurate, and efficient service.
- Plans, executes and fulfills cash management product solutions sales and services activities in alignment with standards.
- Provides product and process knowledge to stakeholders (e.g. product information, pricing, implementation timeframes, requirements, etc.).
- Identifies risks and takes appropriate actions to mitigate impacts and maintain operational integrity.
- Stays abreast of client needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- 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.

**Qualifications**:

- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Knowledge of cash management products and services - In-depth.
- Knowledge of business investment and lending products - In-depth.
- Knowledge of Personal and Commercial banking products and services - In-depth
- Technical proficiency gained through education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.

**Salary**:
$54,500.00 - $101,500.00

**Pay Type**:
Salaried

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