Portfolio Manager
Commercial Sales & Service
PortfolioManager
“Portfolio Manager at Portfolio Manager. Skills: Treasury Management, Payments Solutions, Sales, Client Relationship Management. Drive new business acquisition. Manage end-to-end sales lifecycle”
What You'll Achieve.
Drive revenue growth; Acquire new clients; Expand existing relationships; Optimize cash flow; Optimize liquidity; Optimize working capital; Ensure seamless implementation; Ensure exceptional client experience; Maintain regulatory and risk management standards
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., Bachelor’s degree is an Business Administration, Finance, Accounting, or related discipline preferred (or equivalent experience)., Excellent oral and written communication skills in English and French., Highly organized, detail-oriented, and comfortable managing multiple priorities independently., problem-solving skills and the ability to exercise judgment in complex situations.
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
Monitor trends for risk and opportunities
Stay current on treasury trends
Partner with implementation teams
Coordinate implementation activities
Support continuous improvement initiatives
Provide feedback to product teams
Represent the bank at industry forums
Leverage market insights
How You'll Work.
Team & Collaboration
Partner with implementation teams; Partner with product teams; Partner with risk teams; Partner with operations teams; Provide feedback to product and strategy teams
Communication Scope
Excellent oral and written communication skills in English and French
Process & Methodology
Coordinate implementation activities, Ensure documentation, pricing, timelines, and deliverables align with client expectations
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