Portfolio Manager – Treasury & Payment Solutions Specialty Groups – Industry Verticals

About The Team

The Treasury and Payment Solutions (TPS) Sales organization within BMO’s U.S. Commercial Bank delivers cash management, card solutions, merchant services, and deposit products to clients across diverse industries. The Specialty Groups Sales team focuses on tailored solutions for key verticals such as Commercial Real Estate, Food, Consumer & Agriculture, and Sponsor Finance & Funds.

Role Description

This Portfolio Manager in for Industry Verticals, supporting our midcorp and Engineering and Construction specialties, acts as the single point of contact for their client portfolio and drives growth through consultative sales and relationship management. This role is responsible for retaining and expanding client portfolios, identifying opportunities to cross-sell TPS products and broader bank solutions, and ensuring a seamless client experience with BMO. Success requires collaboration across internal teams—including relationship managers, product specialists, client services, and implementation—to ensure exceptional service and timely delivery.

Key Responsibilities

• Serve as the primary client contact, managing relationships and ensuring a high-quality TPS experience for your assigned client book.
• Drive TPS revenue growth by developing new business, cross-selling solutions, and identifying One Client opportunities across the bank.
• Achieve/exceed key objectives and goals for sales production, new relationships, cross-selling, and portfolio growth.
• Execute sales with a disciplined approach to client planning and strategy, collaborating with RMs and other client coverage teams to deliver the optimal solution to the client or prospect.
• Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank's Treasury products and services.

Qualifications

6+ years of experience in treasury management either at a bank, fintech environment or as a corporate practitioner. Bachelor’s degree required. Strong consultative sales skills and ability to influence decision-making. Deep knowledge of cash management, payment technologies, and regulatory compliance. Excellent communication, collaboration, and problem-solving skills. Demonstrated ability to analyze and interpret financial and operational data to identify client opportunities and manage portfolio performance.

Salary

$66,600.00 - $124,200.00

Pay Type

Salaried

About Us

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.

To find out more visit us at https://jobs.bmo.com/us/en

Equal Employment Opportunity

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state, and local law.