Senior Director, Treasury and Payment Solutions Expert

4 weeks ago


Toronto, Ontario, Canada BMO Full time

Job Summary:

We are seeking a highly skilled Senior Director, Treasury and Payment Solutions to join our team at BMO. As a key member of our organization, you will be responsible for providing expert cash management advice and support to our banking partners and stakeholders.

Key Responsibilities:

  • Foster a culture aligned to BMO's purpose, values, and strategy, and model BMO values and behaviors in all interactions.
  • Ensure alignment between values and behavior that promotes diversity and inclusion.
  • Regularly connect work to BMO's purpose, set inspirational goals, define clear expected outcomes, and ensure clear accountability for follow-through.
  • Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
  • Attract, retain, and enable the career development of top talent.
  • Improve team performance, recognize and reward performance, coach employees, support their development, and manage poor performance.
  • Develop and execute a 1-2 year business plan to achieve or exceed business goals.
  • Regularly review team progress to plans and take appropriate actions to address sales opportunities.
  • Collaborate with banking partners/stakeholders to develop a territorial deal team framework.
  • Negotiate highly complex client transactions.
  • Establish and enhance the Bank's profile in the community by participating in business and community activities and seeking opportunities to promote banking products and services.
  • Review customer pipelines and action plans to provide cash management sales coaching, guidance, and suggestions for improvements that maximize the effectiveness of cash management sales penetration strategies.
  • Address escalated issues related to client & relationship management.
  • Deliver exceptional customer service that builds trust through expertise, responsive service, and support.
  • Develop and maintain long-term, profitable relationships and expand our share of wallet with a portfolio.
  • Lead execution of Bank and third-party partners using approved processes that support the delivery of the desired customer experience.
  • Gather and assess the competitive and market opportunities to identify strengths, opportunities, weaknesses, and threats relative to cash management.
  • Make recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
  • Act as a subject matter expert on relevant regulations and policies.
  • May network with industry contacts to gain competitive insights and best practices.
  • Develop and manage banking relationships and plans for prospective clients.
  • Advise on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs, and business growth opportunities.
  • Develop the business case by identifying needs, analyzing potential options, and assessing expected return on investment.
  • Recommend business priorities, advise on resource requirements, and develop a roadmap for strategic execution.
  • Help determine business priorities and best sequence for execution of business/group strategy.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • May network with industry contacts to gain competitive insights and best practices.
  • Develop and manage banking relationships and plans for prospective clients.
  • Act as the prime subject matter expert for internal/external stakeholders.
  • Define business requirements for analytics and reporting to ensure data insights inform business decision-making.
  • Provide oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
  • Analyze financial and related data to determine the client needs of the client for proper structuring of the Bank's products and services that meet client needs.
  • Break down strategic problems, and analyze data and information to provide insights and recommendations.
  • Monitor and track performance and address any issues.
  • Lead change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • Collaborate across BMO to develop communications strategies and ensure consistency of messaging to positively influence or change behavior.
  • Plan, execute, and fulfill cash management product solutions sales and services activities in alignment with standards.
  • Provide product and process knowledge to stakeholders (e.g., product information, pricing, implementation timeframes, requirements, etc.).
  • Identify risks and take appropriate actions to mitigate impacts and maintain operational integrity.
  • Stay abreast of client needs, industry trends, and best practices, and the regulatory environment as it relates to the products and services provided.
  • Operate at a group/enterprise-wide level and serve as a specialist resource to senior leaders and stakeholders.
  • Apply expertise and think creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
  • Implement changes in response to shifting trends.
  • Broad work or accountabilities may be assigned as needed.


  • Toronto, Ontario, Canada Bank of Montreal Full time

    Job Summary:We are seeking a highly skilled Senior Director, Treasury and Payment Solutions to provide professional, knowledgeable cash management advice and support to banking partners and their clients. The successful candidate will drive the achievement of cash management sales and service objectives through effective collaboration and communication.Key...


  • Toronto, Ontario, Canada SMBC Group Full time

    Job SummaryAs an Operations Director, Treasury and Payments at SMBC Group, you will be responsible for managing a team of payments processing specialists responsible for processing high-volume transactions. You will oversee payments and reconciliations processes, payment support, check clearing, and processing chargebacks.Key Responsibilities...


  • Old Toronto, Ontario, Canada Women in Payments Full time

    Job Title: Director & Head, Treasury Management OfficerAt Women in Payments, we are seeking a highly skilled and experienced Director & Head, Treasury Management Officer to join our team. This is a unique opportunity to lead a team of industry experts and drive business growth through strategic decision-making and leadership.About the Role:Lead a team of...

  • Treasury Expert

    2 weeks ago


    Toronto, Ontario, Canada Black & McDonald Limited Full time

    Key ResponsibilitiesThe Senior Treasury Analyst will play a crucial role in managing the company's cash flow, liquidity, and treasury operations. Key responsibilities include:Managing daily cash balances and ensuring sufficient liquidity to meet short-term funding requirements.Developing and maintaining positive relationships with the company's banks and...


  • Toronto, Ontario, Canada Scotiabank Full time

    Is this role right for you? We're seeking a talented Senior Treasury Professional to support the Treasury Central Office in enhancing Group Treasury's culture and ensuring effective internal controls.Job DescriptionSupport the Director and Head of Treasury in developing and implementing programs, people, and communication strategies to promote a positive...


  • Old Toronto, Ontario, Canada Société Financière Manuvie Full time

    The Treasury Operations department at Société Financière Manuvie is responsible for managing the company's cash and financial transactions. The Compliance and Controls team plays a crucial role in ensuring that these operations are conducted in accordance with regulatory requirements and internal policies.The Manager, Treasury Operations Compliance and...


  • Toronto, Ontario, Canada Wipro Limited Full time

    About WiproWipro Limited is a leading technology services and consulting company that helps clients transform their businesses by leveraging our comprehensive portfolio of capabilities in consulting, design, engineering, operations, and emerging technologies.As a Senior Treasury Management Specialist at Wipro, you will be part of our team that delivers...


  • Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?We are seeking a talented and results-driven professional to lead our Corporate Treasury IT team. As a Senior Director of Corporate Treasury Technology, you will be responsible for providing technology leadership and strategic direction to support the RBC's Corporate Treasury group.Key ResponsibilitiesPartner...


  • Toronto, Ontario, Canada CB Canada Full time

    Job Summary:CB Canada is seeking a skilled Senior Treasury Analyst to facilitate daily treasury operations, provide accurate cash reporting, and assist with bank structure management. The successful candidate will produce and monitor reports to aid in forecasting cash needs for the business and execute treasury operational functions.Key...


  • Toronto, Ontario, Canada Scotiabank Full time

    Job OverviewScotiabank is seeking a Senior Product Director for Digital Payments to drive the development and execution of our digital payment solutions.


  • Toronto, Ontario, Canada OMERS Full time

    About Our OrganizationOMERS is a leading global real estate investor, developer, and manager. We combine our capital with our capabilities to create real estate that strengthens economies and communities.We prioritize people, partnerships, and places, generating meaningful returns for OMERS members, enhancing value for our capital partners, and creating a...


  • Toronto, Ontario, Canada SMBC Group Full time

    Job SummaryThe Senior Treasury Manager will oversee and direct the operations of the Treasury department to support the Bank in meeting its financial goals and budget targets. This role requires a subject matter expert in anticipating market volatility, liquidity, government bonds, and notes.Key ResponsibilitiesDirect and execute foreign exchange, money...


  • Toronto, Ontario, Canada BMO Full time

    OverviewBMO Financial Group is a leading financial institution dedicated to delivering innovative solutions that empower businesses and individuals to achieve their goals.Salary: $81,600 - $151,200 per annumAbout the RoleOur team is seeking an experienced Global Treasury Solutions Specialist to join our Corporate Treasury group. As a key member of our team,...


  • Toronto, Ontario, Canada SMBC Group Full time

    About the RoleWe are seeking a highly skilled and experienced Head of Treasury Operations to join our team at SMBC Group.This is an exciting opportunity to lead our Treasury Operations function, driving efficiency and innovation in payment processing, risk management, and compliance. As a key member of our operations team, you will be responsible for...


  • Toronto, Ontario, Canada ACCEO Solutions Inc. Full time

    About UsACCEO Solutions Inc. is a well-established payment software provider, leading the North American merchant middleware payment space.We use innovative payment technology to develop leading-edge, secure, and compliant payment solutions.With 100,000's of payment points deployed across North America, we provide enterprise chain retailers and quick-service...


  • Toronto, Ontario, Canada Insight Global Full time

    Company OverviewWe are Insight Global, a leading global provider of business solutions and services. Our mission is to empower our clients by providing expert resources that drive business results.SalaryWe offer an estimated annual salary of $120,000 for this role, commensurate with experience.Job DescriptionWe are seeking a highly skilled and experienced...


  • Old Toronto, Ontario, Canada SMBC Full time

    Job SummaryWe are seeking a highly experienced and skilled Senior Treasury Operations Manager to join our team at SMBC. The successful candidate will be responsible for overseeing the day-to-day operations of our Treasury Department, ensuring the smooth processing of high-volume payments and reconciliations.Key ResponsibilitiesManage a team of payments...


  • Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Unlock Career Growth OpportunitiesThe Toronto-Dominion Bank (Canada) seeks a highly motivated and experienced Senior TDS Operations Analyst to join our team. This is a fantastic opportunity for someone who thrives in a dynamic environment and is passionate about delivering exceptional results.About the RoleThis role offers a unique chance to work on complex...


  • Toronto, Ontario, Canada ACCEO Solutions Inc. Full time

    We are seeking a highly skilled Senior Payment Software Engineer to join our Research & Development Team at ACCEO Solutions Inc., a well-established payment software provider leading the North American merchant middleware payment space.The ideal candidate will have 3+ years of experience in software development, with expertise in Object Oriented Programming,...


  • Old Toronto, Ontario, Canada T-Net British Columbia Full time

    Job SummaryWe are seeking a highly experienced Director of Payment Operations to lead our scaling Payment Operations team. The ideal candidate will have a strong track record in Payment Operations and Risk Management, with a focus on driving results through strategic, operational, and data-driven improvements.Key ResponsibilitiesDevelop and maintain tactical...