Treasury & Payments Sales Portfolio Manager

2 weeks ago

Vancouver, Canada BMO Financial Group Full time

595 Burrard Street Vancouver British Columbia,V7X 1L7

Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.
- Provides support for sales activities such as presentations, bids/proposals, and requests for information.
- Develops an effective external network to support the identification of new and increased investment/lending business opportunities.
- Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
- Establishes and enhances the Bank’s brand by participating in meaningful and focused business and community.
- Participates in industry forums and conferences to keep apprised of all industry trends, competitive insights, products and services.
- Coordinates cash management product implementation and financial transaction set-up.
- Ensures consistent personnel training throughout the team.
- 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.
- Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.
- Tracks implementation requests to keep the process on track with timelines, 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 sales team to facilitate 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 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.
- 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.
- 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.

**Compensation and Benefits**:
$54,500.00 - $101,500.00

**Pay Type**:
Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

  • Treasury & Payments Sales Portfolio Manager

    2 weeks ago

    Vancouver, BC, Canada BMO Full time

    Commercial Sales & Service Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business...

  • Portfolio Manager

    4 weeks ago

    Vancouver, Canada BMO Full time

    Application Deadline: 05/12/2024Address:595 Burrard StreetAchieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales...

  • Portfolio Manager

    4 weeks ago

    Vancouver, Canada BMO Full time

    Application Deadline: 05/12/2024Address:595 Burrard StreetAchieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales...

  • Portfolio Manager

    4 weeks ago

    Vancouver, Canada BMO Full time

    Application Deadline: 05/12/2024Address:595 Burrard StreetAchieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales...

  • Portfolio Manager

    4 weeks ago

    Vancouver, BC, Canada BMO Full time

    Application Deadline: 05/12/2024 Address: 595 Burrard Street Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and...

  • Treasury Manager

    3 weeks ago

    Vancouver, Canada Rippling Full time

    Hiive is a fintech/marketplace startup connecting buyers and sellers of stock of pre-IPO companies. Thanks to our industry leading technology and our best in class capital markets team, we are home to the fastest growing marketplace for the stock of “unicorns” on the planet. Fresh off of a Series A led by tier one investors, we are seeking ambitious...

  • Treasury Manager

    3 weeks ago

    Vancouver, Canada Rippling Full time

    Hiive is a fintech/marketplace startup connecting buyers and sellers of stock of pre-IPO companies. Thanks to our industry leading technology and our best in class capital markets team, we are home to the fastest growing marketplace for the stock of “unicorns” on the planet. Fresh off of a Series A led by tier one investors, we are seeking ambitious...

  • Treasury Manager

    3 weeks ago

    Vancouver, Canada Rippling Full time

    Hiive is a fintech/marketplace startup connecting buyers and sellers of stock of pre-IPO companies. Thanks to our industry leading technology and our best in class capital markets team, we are home to the fastest growing marketplace for the stock of “unicorns” on the planet. Fresh off of a Series A led by tier one investors, we are seeking ambitious...

  • Manager, Cash Management

    2 days ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Treasury Manager

    4 weeks ago

    Vancouver, BC, Canada Rippling Full time

    Hiive is a fintech/marketplace startup connecting buyers and sellers of stock of pre-IPO companies. Thanks to our industry leading technology and our best in class capital markets team, we are home to the fastest growing marketplace for the stock of “unicorns” on the planet. Fresh off of a Series A led by tier one investors, we are seeking ambitious...

  • Treasury Associate

    7 days ago

    Vancouver, Canada Kuehne Nagel Full time

    Are you thinking about improving your career development and your professional growth? We invite you to join one of the most successful international logistics organizations here at Kuehne+Nagel. Our Vancouver branch is looking for a new Treasury Associate to join our Finance team. Your Role As a Treasury Associate, your primary responsibility lies within...

  • Treasury Associate

    6 days ago

    Vancouver, Canada Kuehne + Nagel AS Full time

    Are you thinking about improving your career development and your professional growth? We invite you to join one of the most successful international logistics organizations here at Kuehne+Nagel. Our Vancouver branch is looking for a new Treasury Associate to join our Finance team. Your Role As a Treasury Associate, your primary responsibility lies within...

  • Treasury Associate

    6 days ago

    Vancouver, Canada Kuehne + Nagel AS Full time

    Are you thinking about improving your career development and your professional growth? We invite you to join one of the most successful international logistics organizations here at Kuehne+Nagel. Our Vancouver branch is looking for a new Treasury Associate to join our Finance team. Your Role As a Treasury Associate, your primary responsibility lies within...

  • Treasury Associate

    6 days ago

    Vancouver, Canada Kuehne + Nagel AS Full time

    Are you thinking about improving your career development and your professional growth? We invite you to join one of the most successful international logistics organizations here at Kuehne+Nagel. Our Vancouver branch is looking for a new Treasury Associate to join our Finance team. Your Role As a Treasury Associate, your primary responsibility lies within...

  • Treasury Associate

    6 days ago

    Vancouver, Canada KUEHNE + NAGEL Full time

    Are you thinking about improving your career development and your professional growth? We invite you to join one of the most successful international logistics organizations here at Kuehne+Nagel. Our Vancouver branch is looking for a new Treasury Associate to join our Finance team. Your Role As a Treasury Associate, your primary responsibility lies within...

  • Treasury Associate

    6 days ago

    Vancouver, British Columbia, Canada Kuehne + Nagel Full time

    Are you thinking about improving your career development and your professional growth? We invite you to join one of the most successful international logistics organizations here at Kuehne+Nagel. Our Vancouver branch is looking for a new Treasury Associate to join our Finance team. Your Role As a Treasury Associate, your primary responsibility lies within...

  • Commercial Manager, fully remote

    3 weeks ago

    Vancouver, BC, Canada Canadian Imperial Bank of Commerce Full time

    Manager, Cash Management Commercial Banking page is loaded Manager, Cash Management Commercial Banking Apply locations Vancouver, BC time type Full time posted on Posted Yesterday job requisition id 2409436 We’re building a relationship-oriented bank for the modern world. CIBC’s Commercial Banking Cash Management team helps businesses reach their...

  • Treasury Associate

    7 days ago

    Vancouver, British Columbia, Canada Kuehne Nagel Full time

    Are you thinking about improving your career development and your professional growth? We invite you to join one of the most successful international logistics organizations here at Kuehne+Nagel. Our Vancouver branch is looking for a new Treasury Associate to join our Finance team. Your Role As a Treasury Associate, your primary responsibility lies within...

  • Treasury Associate

    7 days ago

    Vancouver, Canada Kuehne+Nagel Full time

    Are you thinking about improving your career development and your professional growth? We invite you to join one of the most successful international logistics organizations here at Kuehne+Nagel. Our Vancouver branch is looking for a new Treasury Associate to join our Finance team. Your Role As a Treasury Associate, your primary responsibility lies...

  • Treasury Analyst

    4 weeks ago

    Vancouver, Canada Metrie Full time

    **Who We Are** Metrie is a multi-national leader in the millwork industry with over 30 locations that produces and sells interior finishings across North America. We’re passionate about making a difference by helping our customers transform their houses into homes and love where they live! You’ve probably seen our products in the media featured on tv...