Senior Director, Treasury and Payment Solutions

Application Deadline:

11/10/2024

Address:

100 King Street West

Job Family Group:

Commercial Sales & Service

Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience.

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Develops and executes a 1-2 year business plan to achieve or exceed business goals.
• Regularly reviews team progress to plans and takes appropriate actions to address sales opportunities.
• Collaborates with banking partners / stakeholders to develop a territorial deal team framework.
• Negotiates highly complex client transactions.
• Establishes and enhances the Bank’s profile in the community by participating in business and community activities and seeks opportunities to promote banking products and services.
• Reviews customer pipelines and action plans to provide cash management sales coaching, guidance, and suggestions for improvements that maximize the effectiveness of cash management sales penetration strategies.
• Addresses escalated issues related to client & relationship management issues.
• Delivers exceptional customer service that builds trust through expertise, responsive service and support.
• Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.
• Leads execution of Bank and third party partners using approved processes that support the delivery of the desired customer experience.
• Gathers and assesses the competitive and market opportunities to identify strengths, opportunities, weaknesses, and threats relative to cash management.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business / group.
• Acts as a subject matter expert on relevant regulations and policies.
• May network with industry contacts to gain competitive insights and best practices.
• Develops and manages banking relationships and plans for prospective clients.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs, and business growth opportunities.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Helps determine business priorities and best sequence for execution of business / group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• May network with industry contacts to gain competitive insights and best practices.
• Develops and manages banking relationships and plans for prospective clients.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Defines business requirements for analytics and reporting to ensure data insights inform business decision making.
• Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
• Analyzes financial and related data to determine the client needs of the client for proper structuring of the Bank's products and services that meet client needs.
• Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
• Monitors and tracks performance and addresses any issues.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging to positively influence or change behaviour.
• Plans, executes and fulfills cash mana