Senior Premier Relationship Manager

2 weeks ago

Portland, Oregon, United States BMO U.S. Full time
Job Title: Senior Premier Relationship Manager

BMO U.S. is seeking a highly skilled 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.

Key Responsibilities:
  • Partner with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience.
  • Provide personalized attention to uncover clients' specific financial needs and goals, 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.
  • Proactively build and manage an assigned portfolio of mass affluent clients across multiple branch locations.
  • Use a consultative sales process to develop strong customer relationships and act as clients' trusted advisors and primary points of contact.
  • Make key recommendations on products, pricing, and services, and link clients to business partner experts based on key financial decisions.
  • Achieve results and meet sales targets by acquiring new assets from existing client portfolios and new client acquisition.
  • Review credit applications to ensure sound credit granting principles and recommend remedies to maintain acceptable asset and credit quality.
  • Educate clients about available digital options for conducting banking transactions and provide guidance in the use of digital and self-serve technologies.
  • 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.
  • Work independently on a range of complex tasks, which may include unique situations.
Qualifications:
  • 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).
  • 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.
  • 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.
Compensation and Benefits:

$56,000.00 - $80,000.00

The base salary represents BMO Financial Group's hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group's total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: www.bmousbenefits.com.

We're 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.

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