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Bank of Montreal

Runs Canadian and US banks for people and firms

Corporate Card Account Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeDallas, TX, USAIn-person

About the Job

Requirements

  • Seven or more years of relevant experience in sales and treasury management, financial operations, or risk management in a corporate or banking environment is preferred.
  • A bachelor's degree is required; a master's degree is preferred. Business Administration, Finance, and Accounting are preferred fields, and another related discipline or commensurate work experience is considered.
  • Commercial Banking experience is required.
  • Treasury experience is required.
  • Corporate card experience is required.
  • Advanced proficiency in structuring deals is required.
  • Expert proficiency in treasury management, cash management, payment technologies, financial analysis, risk assessment, quality assurance auditing, regulatory compliance, data analysis reporting, Sales CRM, problem solving, and collaboration is required.

Responsibilities

  • Oversee a portfolio of assigned commercial card customers from acquisition through activation and the full account lifecycle, identifying program growth and optimization opportunities and serving as a problem-solving resource, subject matter expert, and escalation point.
  • Apply 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.
  • Monitor implementation activities to ensure alignment with timelines and provide tailored treasury management solutions.
  • Optimize sales processes through continuous process improvements to enhance client experiences and business outcomes, and manage sales processes, client engagement, and outcomes.
  • Build and nurture strategic relationships with prospects and existing clients, identify opportunities to cross-sell treasury and cash management solutions, and leverage professional networks to expand business reach.
  • Lead complex deal closures with internal teams and stakeholders to ensure efficient execution aligned with organizational goals and compliance.
  • Evaluate potential vulnerabilities and manage risks within client portfolios, ensuring regulatory compliance while aligning service levels with business objectives.
  • Oversee client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
  • Serve as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency.
  • Represent the organization at industry forums and community events, using market insights and trends to reinforce the bank's brand and identify business opportunities.
  • Execute strategic initiatives by coordinating cross-functional teams and ensuring alignment with business goals, operational excellence, and market-leading practices.
  • Coordinate database management and ensure data alignment and integration in accordance with data governance standards.
  • Spearhead large-scale workflow improvements and integrate best practices across treasury and payment operations to improve operational efficiency.
  • Build and maintain long-term relationships with high-value and strategic bank clients, provide strategic advice on financial solutions, and ensure strong service and partnership.
  • Analyze client and industry data to inform customized client solution strategies, including working-capital optimization.
  • Work with internal teams and stakeholders to define products, solutions, and strategies that fit clients' needs.
  • Build advocacy for and adoption of the suite of industry-leading North American TPS digital products and solutions.
  • Support implementation activities, including documentation, pricing, and project timelines, to ensure timely delivery and continuous process improvements.
  • Ensure adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
  • Operate at a group or enterprise-wide level and serve as a specialist resource to senior leaders and stakeholders.
  • Apply expertise and creative thinking to address unique or ambiguous situations and solve complex, non-routine problems.
  • Implement changes in response to shifting trends.
  • Take measured risks while protecting the bank by applying the Risk Management Framework in line with the Risk Culture and approved Risk Appetite; make sound, risk-informed decisions aligned to business strategy that protect assets and comply with applicable policies, standards, procedures, laws, and regulations.
  • Perform other broader work or accountabilities as assigned.

Desired Qualifications

  • Seven or more years of relevant experience in sales and treasury management, financial operations, or risk management in a corporate or banking environment is preferred.
  • A master's degree is preferred.
  • Business Administration, Finance, and Accounting are preferred fields of study.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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