Senior Premier Relationship Manager

5 days ago

Bakersfield, 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 uncover financial needs and provide meaningful solutions.
  • Act as the primary client contact to develop strong customer relationships and provide trusted advice.
  • Work collaboratively with market, BMO partners, and the community to build relationships and deliver exceptional customer experiences.
  • Use a consultative sales process to develop strong customer relationships and identify additional sales opportunities.
  • Make key recommendations on products, pricing, and services to meet client needs.
  • Review credit applications to ensure sound credit granting principles and recommend 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 prospects and centers of influence.
  • Provide individual and group training to mentor and coach branch personnel on mass affluent client management.
  • Educate clients on available digital options for conducting banking transactions and provide guidance on digital and self-serve technologies.
  • Liaise between clients and various departments to provide product support and diagnose and solve problems.
  • Follow security and safeguarding procedures and apply due diligence in accordance with Bank policies and ethical standards.
  • Maintain confidentiality of customer and Bank information in compliance with Bank policies and procedures.
  • Identify risks and take appropriate actions 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.
  • Deliver timely, accurate, and efficient service to meet client needs.
Requirements
  • Typically 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, 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.
  • Excellent understanding of personal trust and investment management.
  • 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

We offer a competitive salary range of $56,000 to $104,000 per year, depending on experience and qualifications. Our total compensation package includes performance-based incentives, discretionary bonuses, and other perks and rewards. We also offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are an equal opportunity/affirmative action employer and are committed to an inclusive, equitable, and accessible workplace. We value diversity and welcome applications from qualified candidates of all backgrounds.

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