Portfolio Manager

Job Overview

Final date to receive applications: 09/20/2026 Address: 100 King Street West Job Family Group:
Commercial Sales & Service This is a client-facing growth role within BMO's Treasury & Payment Solutions team, supporting Mid-Market Canadian Commercial Banking clients. The Portfolio Manager is responsible for managing and expanding an existing portfolio of business clients by identifying opportunities to deepen relationships and introducing treasury and cash management solutions. Working closely with Commercial Banking partners, the successful candidate will drive business development, provide strategic advice on treasury products, and help clients optimize their day-to-day banking and cash management needs.

This role is ideal for a sales-focused banking professional who enjoys client engagement, sales, portfolio management, and building long-term partnerships in a fast-paced commercial banking environment. Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines.

Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement.

Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives. Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues. Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes.

Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management. Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies. Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.

Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs. Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions. Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.

Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. 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…