Senior Premier Relationship Manager

4 days ago

Fremont, California, United States Bank of Montreal Full time
Job Summary

We are seeking a highly skilled and experienced Relationship Manager to join our team at Bank of Montreal. As a key member of our Retail Banking Sales & Service team, you will be responsible for building and managing a portfolio of mass affluent clients across multiple branch locations.

Key Responsibilities
  • Proactively build and manage a portfolio of mass affluent clients to achieve sales targets and drive business growth.
  • Act as the primary client contact to understand their financial needs and provide tailored solutions in compliance with regulatory policies.
  • Collaborate with market teams, BMO partners, and the community to build relationships and deliver exceptional customer experiences.
  • Develop strong customer relationships through a consultative sales process, acting as a trusted advisor and primary point of contact.
  • Proactively identify and pursue new sales opportunities, making key recommendations on products, pricing, and services.
  • Work closely with branch business partners to identify and acquire new clients, achieving sales targets and driving business growth.
  • Review credit applications to ensure sound credit granting principles, recommending remedies to maintain asset and credit quality.
  • Execute quality customer review meetings for retention and relationship expansion purposes.
  • Participate in community outreach and relationship building efforts to identify new business opportunities.
  • Provide training and coaching to branch personnel to enhance their knowledge and skills in serving mass affluent clients.
  • Liaise between clients and various departments to provide product support and resolve issues.
  • Maintain confidentiality of customer and Bank information, adhering to Bank policies and procedures.
  • Identify and mitigate risks, taking appropriate actions to maintain operational integrity.
Requirements
  • Typically 6+ years of relevant experience in a financial services organization, with a post-secondary degree in a related field preferred.
  • 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
  • Required licenses and certifications include SIE Exam, Series 6, Series 63, Life & Health licenses (if not currently held, required within six months of role start date).
  • 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, business services, including retirement plans, business banking solutions, insurance, and succession planning.
  • Excellent verbal and written communication skills, collaboration and team skills, analytical and problem-solving skills, influence skills, and data-driven decision-making skills.
What We Offer

As a Relationship Manager at Bank of Montreal, you will have the opportunity to work with a talented team, develop your skills and expertise, and make a meaningful impact on our customers' lives. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking to join a dynamic team, please submit your application.

  • Senior Premier Relationship Manager

    1 week ago

    Fremont, California, United States Bank of Montreal Full time

    About 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.Key ResponsibilitiesDevelop and execute a comprehensive business plan to drive...

  • Senior Premier Relationship Manager

    4 days ago

    Fremont, California, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for managing and growing an assigned portfolio of mass affluent clients, providing personalized attention to uncover their specific financial needs and...

  • Senior Premier Relationship Manager

    2 hours ago

    Fremont, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Relationship Manager to join our team at Bank of Montreal. As a key member of our Retail Banking Sales & Service team, you will be responsible for building and managing a portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesProactively build and manage a portfolio...

  • Senior Premier Relationship Manager

    6 days ago

    Fremont, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Relationship Manager to join our team at Bank of Montreal. As a key member of our Retail Banking Sales & Service team, you will be responsible for building and managing a portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesDevelop and maintain strong relationships...

  • Vice President Premier Relationship Manager

    4 days ago

    Fremont, California, United States HSBC Full time

    About the RoleWe are seeking a highly skilled and experienced Vice President Premier Relationship Manager to join our team at HSBC. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key...

  • Executive Vice President, Premier Client Relationship Manager

    3 weeks ago

    Fremont, California, United States HSBC Full time

    About the RoleAs a Vice President, Premier Relationship Manager at HSBC, you will be responsible for building and maintaining strong relationships with our premier clients. This role requires a strong understanding of our clients' financial needs and goals, as well as the ability to develop and implement tailored solutions to meet those needs.Key...

  • Senior Financial Relationship Manager

    2 weeks ago

    Fremont, California, United States HSBC Full time

    {"title": "VP Premier Relationship Manager Role", "description": "Role OverviewAs a key member of our team, you will be responsible for building and maintaining strong relationships with our high-value clients. Your primary goal will be to understand their financial needs and provide tailored solutions to meet their goals.Key ResponsibilitiesDevelop and...

  • Senior Client Relationship Manager

    4 weeks ago

    Fremont, California, United States CMA CGM (America) LLC Full time

    Position OverviewCompany: CMA CGM (America) LLCLocation: Alameda, CA, USRole Summary:The Senior Client Relationship Manager serves as the primary sales liaison, tasked with achieving or surpassing targeted volumes and contributions for refrigerated cargo shipments within the U.S. Southeast region, while managing established trade routes.Key...

  • Make a Difference in the Lives of Seniors

    6 days ago

    Fremont, California, United States Premier Homecare Angels Full time

    Premier Homecare Angels is a family-owned business dedicated to providing exceptional in-home care to the senior community in the Bay Area.We are committed to continuing our mission to support the elderly population and are seeking individuals who share our values to join our team.Our MissionWe strive to provide compassionate and personalized care to our...

  • Senior RN Specialty Coordinator

    4 weeks ago

    Fremont, California, United States Premier Health Partners Full time

    Premier Health PartnersFull-Time Days / 80 hours per pay periodPosition OverviewThe Senior Registered Nurse is accountable for the comprehensive assessment, strategic planning, implementation, coordination, and evaluation of patient care services.Key ResponsibilitiesCompletion of an accredited nursing program.Demonstrated experience in leadership or...

  • Medical Assistant or Licensed Practical Nurse

    2 weeks ago

    Fremont, California, United States Premier Health Partners Full time

    Job SummaryPremier Health Partners is seeking a skilled Clinical Support Professional to join our team. As a key member of our clinical staff, you will provide general clinical and procedural patient care under the direction and supervision of our physicians and/or providers.Key ResponsibilitiesAssist providers with patient care, including order entry,...

  • Automotive Sales Manager

    3 days ago

    Fremont, California, United States Premier Nissan of Fremont Full time

    About the RolePremier Nissan of Fremont is seeking a highly skilled and motivated Automotive Sales Manager to join our team. As a key member of our sales team, you will be responsible for driving sales growth, building strong relationships with customers, and leading a team of sales professionals to achieve exceptional results.Key ResponsibilitiesDevelop and...

  • Respiratory Care Manager

    1 week ago

    Fremont, California, United States Premier Health Full time

    ### Job Summary We are seeking a highly skilled Respiratory Care Manager to join our team at Premier Health. As a key member of our Respiratory Care department, you will be responsible for leading our team to provide exceptional respiratory care services throughout the hospital, 7 days a week. ### Key Responsibilities * Lead the performance of staff on...

  • Client Relationship Manager

    4 weeks ago

    Fremont, California, United States BIZLINK TECHNOLOGY INC Full time

    Job OverviewPosition Summary: The Account Manager at BizLink Technology Inc. plays a pivotal role in fostering and maintaining strong relationships with key clients. This position requires a proactive approach to understanding client needs and delivering tailored solutions that drive mutual success.Key Responsibilities:Utilize in-depth knowledge of assigned...

  • Senior Contract Manager

    2 weeks ago

    Fremont, California, United States Washington Hospital Full time

    Job Summary:The Senior Contract Manager is responsible for the administration, review, and financial analysis of managed care contracts for Washington Hospital. This includes evaluating financial performance, monitoring contract relationships, and preparing data for contract negotiations and renewals.Key Responsibilities:Initial reading and financial...

  • Client Relationship Manager

    4 weeks ago

    Fremont, California, United States BIZLINK TECHNOLOGY INC Full time

    Job OverviewPosition Summary:As a pivotal member of BIZLINK TECHNOLOGY INC, you will leverage your expertise in account management to foster strong relationships with our key clients. Your role will be instrumental in ensuring our solutions align with customer needs and expectations.Key Responsibilities:Utilize your understanding of client accounts to...

  • Client Relationship Specialist

    4 weeks ago

    Fremont, California, United States Fremont Bank Full time

    Position Title: Personal BankerLocation: Fremont, CACompensation: $30.92 per hourFremont Bank, established in 1964, stands as one of the premier independently owned financial institutions in the Bay Area, recognized among the top mid-tier banks nationwide. As a recipient of the Top Workplace award for 2023 and for the past thirteen consecutive years, Fremont...

  • Become a Part of Our Caring Family

    3 weeks ago

    Fremont, California, United States Premier Homecare Angels Full time

    About Us: Premier Homecare Angels (PHA) has been a prominent name in the home care industry for over 15 years. As a family-owned organization, we pride ourselves on delivering exceptional in-home support to the senior community. Our Mission: For more than a decade, we have remained committed to our mission of providing quality care to the elderly population....

  • Support the Elderly as a Caregiver

    4 weeks ago

    Fremont, California, United States Premier Homecare Angels Full time

    About Us: Premier Homecare Angels (PHA) has been a trusted name in the home care industry for over 15 years. As a family-owned organization, we pride ourselves on delivering exceptional in-home care services to the senior community. Our Mission: We are committed to enhancing the quality of life for the elderly population. Our dedication to this mission has...

  • Client Relationship Manager

    4 weeks ago

    Fremont, California, United States BIZLINK TECHNOLOGY INC Full time

    Position OverviewAs a pivotal member of BizLink Technology Inc, the Account Manager will play a crucial role in fostering strong relationships with our key clients. This position requires a proactive approach to understanding client needs and delivering tailored solutions that drive mutual success.Key ResponsibilitiesAccount Development: Utilize your...