Senior Premier Relationship Manager

2 weeks ago

Lakewood CO USA, 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 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.
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.
  • 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.
What We Offer
  • A competitive base salary and quarterly incentives.
  • Annual bonus opportunities.
  • Comprehensive benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and inclusive work environment.
About BMO

BMO is committed to an inclusive, equitable, and accessible workplace. We strive to create a work environment that is welcoming and respectful to all employees, customers, and partners. We believe that diversity and inclusion are essential to our success and are committed to creating a workplace that reflects the diversity of our customers and communities.

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