Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions.
Monitors implementation activities to ensure alignment with timelines.
Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements.
Manages sales processes, client engagement and outcomes.
Manages client sales inquiries related to product offerings, pricing, and implementation.
Conducts sales discussions, introducing innovative products and services.
Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies.
Analyzes trends in overdrawn accounts to identify compliance risks.
Coordinates client implementation activities ensuring alignment with timelines and outcomes.
Provides guidance on treasury management solutions to help clients optimize cash flow.

4 – 6 years of relevant experience in treasury management, financial operations or risk management
Bachelor’s degree required; Business Administration, Finance and Accounting preferred
Technical proficiency gained through education and/or business experience
Strong oral and written communication skills in both English and French
Advanced level of proficiency in Treasury Management
Cash Management
Payment Technologies
Financial Analysis
Risk Assessment
Quality Assurance
Auditing
Regulatory Compliance
Data Analysis
Reporting
Problem Solving
Time Management
Detail-Oriented

Portfolio Manager – Treasury & Payment Solutions, English/French

Key skills