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Senior Premier Relationship Manager

1 month ago

Evergreen, Colorado, 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
  • 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.
Requirements
  • 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).
  • Advanced understanding of deposit, loan (including mortgage) 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.
What We Offer
  • Competitive base salary and quarterly incentives.
  • Comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • Opportunities for professional growth and development.