Senior Premier Relationship Manager

2 weeks ago

Napa, California, United States Bank of Montreal Full time
About the Role

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

Key Responsibilities
  • Develop and execute a comprehensive business plan to drive growth and revenue within your assigned portfolio.
  • Build and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored solutions to meet their requirements.
  • Collaborate with internal partners to leverage their expertise and provide comprehensive strategies and solutions for our affluent clients.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
  • Work closely with branch business partners to identify new business opportunities and develop strategies to drive growth.
  • Provide exceptional customer service, ensuring that clients receive timely and accurate support.
Requirements
  • Typically between 4-6 years of relevant experience in a financial services organization.
  • 7+ years of experience in a banking or financial services environment, with a strong understanding of banking products, services, and pricing.
  • Required: SIE Exam, Series 6, Series 63, Life & Health licenses.
  • Advanced understanding of deposit, loan, 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 verbal and written communication skills, with the ability to build strong relationships with clients and internal partners.
  • Strong analytical and problem-solving skills, with the ability to identify and capitalize on business opportunities.
What We Offer

We offer 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, where everyone has the opportunity to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers.

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