Portfolio Manager, Treasury & Payment Solutions

Application Deadline:

06/11/2026

Address: 633 Main Street

Job Family Group:

Commercial Sales & Service

The Portfolio Manager is a client-facing sales professional responsible for driving revenue growth through consultative sales of treasury management and payment solutions. This role focuses on acquiring new clients, expanding existing relationships, and positioning the bank as a strategic partner for cash flow, liquidity, and working capital optimization.

Leveraging deep industry knowledge and relationship management expertise, the incumbent identifies client needs, delivers tailored treasury and payments solutions, and partners with internal stakeholders to ensure seamless implementation and an exceptional client experience, all while maintaining strong regulatory and risk management standards.

Key Responsibilities

Sales & Business Development

Drive new business acquisition and portfolio growth through consultative sales of treasury management and payment solutions to commercial clients.

Manage the end-to-end sales lifecycle, including prospecting, needs analysis, solution positioning, pricing discussions, negotiation, and closing.

Respond to client inquiries related to products, pricing, and implementation with clarity, urgency, and a sales-focused mindset.

Conduct strategic sales conversations that introduce innovative treasury and payments solutions, demonstrate value, and address client pain points.

Build advocacy and adoption of the bank’s industry-leading digital treasury and payment solutions, positioning them as essential tools for clients’ business success.

Treasury, Payments & Advisory Expertise

Deliver tailored treasury management and payment solutions, aligning client operational needs with best-in-class banking capabilities.

Analyze client financial and transactional data to recommend customized solutions that optimize cash management and working capital efficiency.

Monitor trends such as overdrawn accounts and usage patterns to identify risk, compliance considerations, and sales opportunities.

Stay current on treasury, payments, and fintech trends, using market insights to strengthen client discussions and sales strategies.

Implementation & Cross-Functional Collaboration

Partner with implementation, product, risk, and operations teams to ensure smooth onboarding and timely delivery of treasury and payments solutions.

Coordinate implementation activities, ensuring documentation, pricing, timelines, and deliverables align with client expectations.

Support continuous improvement initiatives to streamline sales and implementation processes and enhance the overall client experience.

Provide feedback to product and strategy teams to shape solutions that better meet evolving client needs.

Market Presence & Brand Ambassadorship

Represent the bank at industry forums, client events, and community engagements to strengthen brand presence and generate new business opportunities.

Leverage market and industry insights gained through networking to inform sales strategies and client conversations.

Qualifications

Experience & Education

3–6 years of progressive experience in treasury management, payments, financial services sales, with a strong client-facing or revenue-generating focus.

Bachelor’s degree is an asset; Business Administration, Finance, Accounting, or related discipline preferred (or equivalent experience).

Solid knowledge of:

Treasury Management

Cash & Liquidity Management

Payment Technologies & Digital Solutions

Working Capital Optimization

Financial & Data Analysis

Risk Assessment & Regulatory Compliance

Strong business acumen with the ability to translate complex treasury concepts into clear, client-focused value propositions.

Excellent oral and written communication skills, asset if you are fluent in English and French.

Highly organized, detail-oriented, and comfortable managing multiple priorities independently.

Strong problem-solving skills and the ability to exercise judgment in complex situations.

Why This Role Appeals to Sales Professionals

High-impact, client-facing sales role within treasury and payments

Opportunity to work with strategic, high-value clients

Emphasis on consultative selling, solution design, and relationship growth

Access to a robust suite of market-leading digital treasury solutions

Strong partnership with product and implementation teams to drive client success

Salary:

$53,200.00 - $98,300.00

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.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards