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Premier Relationship Manager

2 months ago

Denver, Colorado, United States BMO Financial Group Full time
About the Role

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

Key Responsibilities
  • Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
  • Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
  • Use a consultative sales process to develop strong customer relationships; act as client's trusted advisor and primary point of contact.
  • Proactively work with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
  • Make key recommendations on products, pricing, and services; link customer to business partner experts based on key financial decisions.
  • Achieve results and meet sales targets by acquiring new assets from existing client portfolio and new client acquisition.
  • Proactively work with branch business partners to identify existing customers that meet the target profile and create a calling plan.
  • Review credit applications to ensure sound credit granting principles; recommend remedies to maintain acceptable asset and credit quality.
  • Execute quality customer review meetings for retention and relationship expansion purposes.
  • Actively participate in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.
  • Provide individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
  • Educate clients about available digital options for conducting banking transactions and provide guidance in the use of digital and self-serve technologies.
  • Liaise between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
  • Follow security and safeguarding procedures and apply due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
  • Maintain the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
  • Identify risks and take appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
  • Monitor individual exception reports and take action to remove exceptions.
  • Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Execute work to deliver timely, accurate, and efficient service.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broad work or accountabilities may be assigned as needed.
Requirements
  • Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required.
  • 7+ years of experience in a 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.
Additional Requirements
  • This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Compensation

The salary for this position is $104,000.00 per year, with a competitive benefits package and opportunities for professional growth and development.

BMO Financial Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and accessible workplace that reflects the diversity of our customers and communities.