Senior Premier Relationship Manager

4 weeks ago

California, United States BMO Full time
About the Role

BMO is seeking a highly skilled and experienced 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 across multiple branch locations.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide personalized attention to clients, 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.
  • Work collaboratively with internal partners to leverage their expertise and provide comprehensive strategies and solutions for clients' financial needs.
  • Stay up-to-date with industry trends and developments to provide expert advice and guidance to clients.
  • Meet sales targets by acquiring new assets from existing client portfolios and new client acquisition.
  • Proactively work with branch business partners to identify existing customers that meet the target profile and create a calling plan.
  • Review credit applications to ensure sound credit granting principles and recommend remedies to maintain acceptable asset and credit quality.
  • Execute quality customer review meetings for retention and relationship expansion purposes.
  • Actively participate in the community to identify prospects through relationship building efforts and identify centers of influence.
  • Provide individual and group training to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
  • Stay organized and manage multiple priorities to meet deadlines and achieve results.
Requirements
  • Typically between 4-6 years of relevant experience in a financial services organization.
  • 7+ years of experience in a banking or financial services organization with knowledge of banking products, services, pricing, and profitability.
  • Required: SIE Exam, Series 6, Series 63, Life & Health licenses.
  • 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.
About BMO

BMO is a leading financial institution with a strong commitment to innovation, customer service, and community involvement. We offer a dynamic and inclusive work environment, competitive compensation and benefits, 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 for a new challenge, we encourage you to apply for this exciting opportunity.

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