Senior Premier Relationship Banker

3 weeks ago


Evergreen, Colorado, United States BMO Full time
Job Summary

BMO is seeking a highly skilled and experienced Senior Premier Relationship Banker 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
  • Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
  • Proactively build and manage an assigned portfolio of mass affluent clients.
  • 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 and act as the client's trusted advisor and primary point of contact.
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).
What We Offer

BMO offers a competitive base salary, quarterly incentives, and annual bonus opportunities, as well as comprehensive benefits and a company that celebrates big ideas, supports personal and professional growth, and makes a real impact in local communities.



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