Senior Premier Relationship Manager
3 days 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- 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.
- Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.
- Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
- Typically between 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.
- SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
We offer a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.
Our total compensation package will vary based on the pay type of the position and may include performance-based incentives, 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:
Equal Employment Opportunity Statement
BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.
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