Senior Premier Relationship Manager

1 week ago

California, United States BMO Full time
About the Role

We are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide personalized attention to clients, backed by BMO's expertise, technology, and resources.
  • Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
  • Work collaboratively with internal partners to leverage their expertise and provide comprehensive strategies and solutions for clients' financial needs.
  • Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice and guidance.
  • Meet sales targets by acquiring new assets from existing client portfolios and new client acquisition.
Requirements
  • Typically between 4-6 years of relevant experience in a financial services organization.
  • 7+ years of experience in a banking or financial services organization with knowledge of banking products, services, pricing, and profitability.
  • Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
  • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
  • Excellent understanding of brokerage and insurance products.
  • Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required.
  • Excellent understanding of personal trust and investment management – required.
  • In-depth knowledge of client portfolio management.
  • Technical proficiency gained through education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
What We Offer

BMO offers a competitive salary, quarterly incentives, and annual bonus opportunities, as well as comprehensive benefits and a values-based culture that focuses on providing you with all the tools and support necessary for your success.

We are committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

  • Senior Premier Relationship Manager

    2 days ago

    California, United States BMO Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesDevelop and execute comprehensive...

  • Senior Premier Relationship Manager

    1 month ago

    California, United States BMO Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesDevelop and execute comprehensive...

  • Senior Premier Relationship Manager

    4 weeks ago

    California, United States BMO Full time

    About the RoleBMO is seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Senior Commercial Banking Relationship Manager

    3 weeks ago

    California, United States Julison Sell Search Team Full time

    Senior Commercial Banking Relationship ManagerJulison Sell Search Team is seeking a seasoned Senior Commercial Banking Relationship Manager to join their high-performing team in Orange County. This individual will be responsible for building and maintaining strong relationships with clients, identifying business opportunities, and driving revenue growth.Key...

  • Relationship Manager

    1 month ago

    Pasadena, California, United States East West Bank Full time

    {"Overview": "At East West Bank, we are seeking a seasoned Relationship Manager to join our Private Equity business in the Western U.S. This individual will work closely with our Managing Director and other relationship team members to source new business, structure and underwrite loans, and manage relationships with private capital firms.As a key member of...

  • Relationship Manager

    4 weeks ago

    California, Missouri, United States U.S. Bank Full time

    Job DescriptionThe DPS Relationship Manager plays a critical role in managing deposit intense middle market, commercial customers. This position requires a strong ability to grow revenue by successfully prospecting for new deposit and payment product and treasury management business, while retaining and expanding existing customer relationships.Key...

  • Relationship Manager

    3 weeks ago

    California, Missouri, United States U.S. Bank Full time

    Job DescriptionThe DPS Relationship Manager is responsible for managing deposit-intensive middle market, commercial customers. This role requires a strong ability to grow revenue by successfully prospecting for new deposit and payment product and treasury management business, as well as retaining and expanding existing customer relationships.Key...

  • Senior Vice President, Relationship Banking

    1 month ago

    Oakland, California, United States Community Bank of the Bay Full time

    Job Title: Senior Vice President, Relationship ManagerCommunity Bank of the Bay is seeking a highly skilled and experienced Senior Vice President, Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, providing expert advice and...

  • Senior Relationship Manager

    4 weeks ago

    Los Angeles, California, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled Senior Relationship Manager to join our Affordable Housing Lending team at City National Bank. As a key member of our team, you will be responsible for building and maintaining relationships with clients, identifying business opportunities, and providing exceptional customer service.Key ResponsibilitiesIdentify...

  • Senior Relationship Banker

    1 month ago

    Glendale, California, United States East West Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Relationship Banker to join our team at East West Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and delivering exceptional customer service.Key...

  • Caregiver - Senior Living Assistant

    1 month ago

    Rocklin, California, United States Sunrise Senior Living Full time

    About the RoleWe are seeking a compassionate and dedicated Care Manager to join our team at Sunrise Senior Living. As a Care Manager, you will play a vital role in providing exceptional care and services to our residents, ensuring their physical, emotional, and social needs are met.ResponsibilitiesBuild meaningful relationships with residents and their...

  • Caregiver - Senior Living Assistant

    1 month ago

    Oceanside, California, United States Sunrise Senior Living Full time

    About the RoleWe are seeking a compassionate and dedicated Care Manager to join our team at Sunrise Senior Living. As a Care Manager, you will play a vital role in providing exceptional care and services to our residents, ensuring their physical, emotional, and social needs are met.Key ResponsibilitiesBuild Meaningful Relationships: Develop strong bonds with...

  • Senior Retail Manager

    2 weeks ago

    California, Missouri, United States Apple Full time

    Senior Manager Role at AppleAs a Senior Manager at Apple, you will lead the staff and operations of one or more store areas, driving results that create a high-performing work environment. You will guide other leaders to inspire top performance from their teams, monitor multiple lines of business within the store, and collaborate with corporate business...

  • Senior Project Manager

    1 month ago

    California, United States Mace Full time

    About MaceMace is a leading global consultancy and construction company that delivers complex projects across various sectors. Our purpose is to redefine the boundaries of ambition, creating responsible and transformative impact on our people, communities, and societies worldwide.Job SummaryWe are seeking an experienced Project Director to lead our capital...

  • Senior Asset Manager

    2 weeks ago

    California, United States Specialty Consultants Inc. Full time

    Job Title: Senior Asset ManagerSpecialty Consultants Inc. is seeking a highly skilled Senior Asset Manager to join our team. As a Senior Asset Manager, you will be responsible for managing a portfolio of assets, including real estate properties, to maximize cash flow and total return.Key Responsibilities:Prepare and present reports on asset performance,...

  • Life Enrichment Manager

    1 month ago

    Danville, California, United States Sunrise Senior Living Full time

    About the RoleSunrise Senior Living is seeking a dedicated and compassionate Life Enrichment Manager to join our team. As a Life Enrichment Manager, you will play a vital role in creating a warm and welcoming environment for our residents, fostering meaningful relationships, and promoting a sense of purpose and fulfillment.Key ResponsibilitiesEvaluate...

  • Senior Project Manager

    7 days ago

    California, United States LVI Associates Full time

    Senior Project ManagerLVI Associates is seeking a highly skilled Senior Project Manager to join our team in Los Angeles, CA. As a key member of our land development team, you will have the opportunity to work on impactful projects that drive landmark developments and benefit the community.Key ResponsibilitiesLead engineering design teams and manage project...

  • Senior Account Manager

    2 weeks ago

    California, United States Randstad USA Full time

    Drive Business Growth with Randstad USARandstad USA, a leading partner for talent, is seeking a skilled Account Manager to drive new business through direct client engagement, territory planning, and selling our services. As a key member of our team, you will prioritize building lasting relationships with clients and candidates, aiming to deeply understand...

  • Senior Living Customer Experience Manager

    1 month ago

    Walnut Creek, California, United States Kisco Senior Living Full time

    Job Description:The Resident Relations Manager at Byron Park is responsible for delivering exceptional customer service to enhance resident and family experience, satisfaction, and loyalty.This is a full-time position, Tuesday-Saturday.Key Responsibilities:Manage and improve resident and family satisfaction and loyaltyProactively identify and address...

  • Senior Enterprise Account Manager

    2 weeks ago

    California, Missouri, United States Gartner Full time

    About the RoleThis Senior Enterprise Account Manager role is responsible for driving strategy and growth for major regional accounts that are of substantial strategic and revenue-generating importance. The ideal candidate will have a proven track record of success in consultative sales, preferably in high technology (services, software, or hardware).Key...