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Competencias
Experiencia
Portfolio Manager (Commercial Banking)
Bank of Montreal (BMO)
2026-01 -
Serves as a trusted advisor to commercial banking clients, delivering customized treasury and cash‑management solutions that improve liquidity and operational efficiency. Partners with Relationship Managers to identify opportunities, strengthen relationships and support business‑development initiatives across commercial portfolios. Recommends and implements receivables/payables solutions such as electronic collections, EFT, wire payments, virtual cards and integrated treasury services. Coordinates onboarding and implementation of digital banking platforms and payment system integrations while ensuring compliance with AML/KYC and regulatory standards. Collaborates with operations, risk and technology teams to resolve complex client issues and provide strategic insights on treasury best practices.
Cash Management Specialist (Small Business)
Scotiabank Canada
2019-10 - 2025-12
Managed relationships with small‑business clients, delivering treasury, cash‑management and payment solutions tailored to their liquidity needs. Advised clients on ACH/EFT, wire transfers, online banking, FX and receivables/payables products to improve cash flow and operational efficiency. Partnered with internal and external stakeholders to resolve payment issues, streamline processes and meet service‑level agreements. Identified business‑development opportunities, prepared pricing proposals and supported cross‑selling initiatives to grow product adoption. Ensured compliance with AML, KYC, OFAC and internal regulations while investigating and resolving complex payment exceptions.
Idiomas
English
fluent
Ultima actualizacion: hace 2 horas