Portfolio Manager
Commercial Sales & Service
PortfolioManager
“Portfolio Manager at Portfolio Manager. Skills: Treasury Management, Payments, Sales, Client Relationship Management. Drive new business acquisition. Manage end-to-end sales lifecycle”
Industry & Context.
Problem-solving skills and the ability to exercise judgment in complex situations.
What They're Looking For.
Must Have
3–6 years of progressive experience in treasury management, payments, financial services sales, with a client-facing or revenue-generating focus.
Nice to Have
Bachelor’s degree is an Business Administration, Finance, Accounting, or related discipline preferred (or equivalent experience).
What You'll Do.
Drive new business acquisition
Manage end-to-end sales lifecycle
Respond to client inquiries
Conduct strategic sales conversations
Build advocacy for digital solutions
Deliver tailored treasury management solutions
Analyze client financial data
Stay current on trends
Represent the bank at industry forums
How You'll Work.
Team & Collaboration
Partner with implementation, product, risk, and operations teams; Coordinate implementation activities; Provide feedback to product and strategy teams
Communication Scope
Excellent oral and written communication skills in English and French.
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