Senior Premier Relationship Manager
1 day ago
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 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 within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
- Proactively identify new opportunities and deliver a differentiated experience to clients.
- 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.
- 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 understanding of brokerage and insurance products.
- Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning.
- 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.
- A competitive base salary and quarterly incentives.
- Annual bonus opportunities.
- Comprehensive benefits, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
- A values-based culture that focuses on providing you with all the tools and support necessary for your success.
BMO is committed to an inclusive, equitable, and accessible workplace. We strive to help our customers reach their goals and make a positive impact in our communities. We are an equal opportunity/affirmative action employer and welcome applications from diverse candidates.
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Senior Premier Relationship Manager
1 month ago
La Jolla, California, United States Bank of Montreal Full timeAbout the RoleWe 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 across multiple branch locations.Key ResponsibilitiesDevelop and maintain strong...
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Senior Premier Relationship Manager
4 weeks ago
La Jolla, California, United States Bank of Montreal Full timeAbout the RoleWe 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 across multiple branch locations.Key ResponsibilitiesDevelop and maintain strong...
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Senior Premier Relationship Manager
1 month ago
La Jolla, California, United States Bank of Montreal Full timeAbout the RoleWe 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 across multiple branch locations.Key ResponsibilitiesDevelop and maintain strong...
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Senior Premier Relationship Manager
2 days ago
La Jolla, California, United States Bank of Montreal Full timeAbout the RoleWe 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 across multiple branch locations.Key ResponsibilitiesDevelop and maintain strong...
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