Sales Portfolio Manager – Cross-Border
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Job Description
Sales Portfolio Manager managing treasury management and payment solutions for commercial banking clients. Ensuring compliance and optimizing processes for enhanced client experiences.
Responsibilities:
- 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
- Manages sales processes, client engagement and outcomes
- Runs point for sales activities such as presentations, bids/proposals, and requests for information
- Manages client sales inquiries ensuring clear communication and timely responses
- Analyzes trends in overdrawn accounts and implements escalation procedures
- Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management
- Works closely with internal teams and stakeholders to define products and solutions
Requirements:
- 4 – 6 years of relevant experience in treasury management and treasury products
- Ability to manage commercial banking clients
- Bachelor's degree required; Business Administration, Finance and Accounting preferred
- Technical proficiency gained through education and/or business experience
- French language skills are a strong asset given the client base and cross-border nature of this role.
Benefits:
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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