BMO U.S.
Treasury and Payment Solutions Portfolio Manager--Commercial Real Estate
BMO U.S., Chicago, Illinois, United States, 60290
Treasury and Payment Solutions Portfolio Manager – Commercial Real Estate
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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, Transportation Finance, Asset-Based Lending and Sponsor Finance & Funds.
Role Description The Portfolio Manager in TPS Sales 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 product specialists, client services, and implementation—to ensure exceptional service and timely delivery. This role is primarily focused on the Transportation Finance and Asset‑Based Lending sectors.
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.
Develop proposals, pricing strategies, and presentations to support new business opportunities and deepen TPS relationships.
Proactively provide clients with market insights and leading practices in treasury management, liquidity, and working capital to support their business growth and strategy.
Collaborate with Service and Onboarding teams to ensure smooth client implementation experience and service resolution.
Ensure adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
Develop new business by contacting prospects and clients, and by cross‑selling Bank's cash management and related products and services.
Responsible for retaining and growing portfolio of cash management, commercial card and deposit clients.
Apply deep expertise in bank products, processes and systems and effectively troubleshoot to ensure a high‑quality client experience.
Coordinate with TPS HQ organization, including Client Service, Implementations, Documentation, Help Desk and Product Specialists.
Serve as a daily escalation resource to ensure client expectations are met or exceeded.
Advise business clients on cash management and deposit solutions.
Advise clients, as needed, on liquidity, business management and other financial matters.
Develop and manage banking relationships, plans for prospective clients.
Act as the prime subject matter expert for internal/external stakeholders.
Provide oversight, monitoring, and reporting specific to the assigned business group for regulatory remediation.
Ensure proper documentation for cash management services.
Review cash management service agreements for completeness and accuracy.
Negotiate terms under which cash management services will be extended, including costs.
Ensure delivery of cash management services is in accordance with corporate policies, pricing guidelines, and portfolio considerations.
Follow up after implementation to ensure all products were implemented successfully.
Act as the daily sales contact for the client for sales‑related questions such as product information, pricing, implementation timeframes and requirements.
Track implementation requests to keep the process on track with timelines and ensure accurate billing to clients.
Track internal reports and recommend improvements to sales support materials based on findings and feedback.
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.
Verbal & written communication skills – In‑depth.
Collaboration & team skills – In‑depth.
Analytical and problem‑solving skills – In‑depth.
Influence skills – In‑depth.
Data‑driven decision making – In‑depth.
Salary $74,000.00 – $138,000.00
Pay Type Salaried
Benefits BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details of our benefits, please visit
Total Rewards .
About BMO At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We create lasting, positive change for our customers, communities and people through innovation and collaboration.
EEO Statement 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. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities.
Senior Level Not Applicable
Employment Type Full‑time
Job Function Finance and Sales
Industry Banking
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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, Transportation Finance, Asset-Based Lending and Sponsor Finance & Funds.
Role Description The Portfolio Manager in TPS Sales 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 product specialists, client services, and implementation—to ensure exceptional service and timely delivery. This role is primarily focused on the Transportation Finance and Asset‑Based Lending sectors.
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.
Develop proposals, pricing strategies, and presentations to support new business opportunities and deepen TPS relationships.
Proactively provide clients with market insights and leading practices in treasury management, liquidity, and working capital to support their business growth and strategy.
Collaborate with Service and Onboarding teams to ensure smooth client implementation experience and service resolution.
Ensure adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
Develop new business by contacting prospects and clients, and by cross‑selling Bank's cash management and related products and services.
Responsible for retaining and growing portfolio of cash management, commercial card and deposit clients.
Apply deep expertise in bank products, processes and systems and effectively troubleshoot to ensure a high‑quality client experience.
Coordinate with TPS HQ organization, including Client Service, Implementations, Documentation, Help Desk and Product Specialists.
Serve as a daily escalation resource to ensure client expectations are met or exceeded.
Advise business clients on cash management and deposit solutions.
Advise clients, as needed, on liquidity, business management and other financial matters.
Develop and manage banking relationships, plans for prospective clients.
Act as the prime subject matter expert for internal/external stakeholders.
Provide oversight, monitoring, and reporting specific to the assigned business group for regulatory remediation.
Ensure proper documentation for cash management services.
Review cash management service agreements for completeness and accuracy.
Negotiate terms under which cash management services will be extended, including costs.
Ensure delivery of cash management services is in accordance with corporate policies, pricing guidelines, and portfolio considerations.
Follow up after implementation to ensure all products were implemented successfully.
Act as the daily sales contact for the client for sales‑related questions such as product information, pricing, implementation timeframes and requirements.
Track implementation requests to keep the process on track with timelines and ensure accurate billing to clients.
Track internal reports and recommend improvements to sales support materials based on findings and feedback.
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.
Verbal & written communication skills – In‑depth.
Collaboration & team skills – In‑depth.
Analytical and problem‑solving skills – In‑depth.
Influence skills – In‑depth.
Data‑driven decision making – In‑depth.
Salary $74,000.00 – $138,000.00
Pay Type Salaried
Benefits BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details of our benefits, please visit
Total Rewards .
About BMO At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We create lasting, positive change for our customers, communities and people through innovation and collaboration.
EEO Statement 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. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities.
Senior Level Not Applicable
Employment Type Full‑time
Job Function Finance and Sales
Industry Banking
#J-18808-Ljbffr