Gestionnaire de portefeuille

Final date to receive applications:

10/22/2026

Address:

105 rue St-Jacques O

Job Family Group:

Commercial Sales & Service

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.
• Provides subject matter expertise and assistance with complex deal structuring.
• Acts timely, efficiently, and independently, taking ownership of client satisfaction.
• May include focused calling and pipeline management activities.
• Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
• 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…