Portfolio Manager - Moncton

Only for registered members Moncton, Canada

1 week ago

Default job background
$53,200 - $98,300 (CAD)
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. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages client sales inquiries related to product offerings pricing implementation ensuring clear communication timely responses to facilitate the sales process. Conducts sales discussions introducing innovative products services sharing insights on industry trends fostering proactive client engagement Handles the Client Management Process CMP by identifying client needs building relationships driving acquisition strategies to grow the client portfolio Analyses trends in overdrawn accounts identifies compliance risks implementing escalation procedures in line with company directives Resolves document exceptions maturity report discrepancies ensuring record accuracy addressing potential issues Coordinates client implementation activities ensuring implementation activities are aligned with timelines outcomes Provides guidance on treasury management solutions helping clients optimize cash flow enhance liquidity management Attends industry forums community events enhancing the Banks brand staying updated on market trends leveraging insights to support sales strategies Builds maintains strong long-term relationships with the banks high-value strategic clients providing strategic advice financial solutions ensuring exceptional service partnership Analyzes client industry data informs customized solution strategies including optimizing working capital works closely internal teams stakeholders defining products solutions that best fit clients needs builds advocacy adoption of suite industry leading NA TPS digital products services supports implementation activities documentation pricing project timelines ensures timely delivery continuous process improvements Ensures adherence regulatory requirements internal controls compliance mitigating risk maintaining service standards Focus is primarily on business group within BMO may have broader enterprise-wide focus Exercises judgment identifies diagnoses solves problems within given rules Works independently complex tasks which may include unique situations Broader work accountabilities may be assigned as needed
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