Senior Premier Relationship Manager

3 weeks ago

San Jose, California, 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
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Act as the primary client contact to provide personalized attention and tailored solutions.
  • Work collaboratively with internal partners to leverage expertise and provide comprehensive strategies and solutions.
  • Proactively identify and pursue new business opportunities and sales growth.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and risk management.
Requirements
  • Typically 4-6 years of relevant experience in financial services, 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: 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.
What We Offer
  • A competitive base salary and quarterly incentives.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • Opportunities for professional growth and development, including training and coaching.
  • A dynamic and inclusive work environment that values diversity and promotes a culture of excellence.
About Us

At Bank of Montreal, we are driven by a shared Purpose: Boldly Grow the Good in business and life. We strive to create lasting, positive change for our customers, our communities, and our people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

  • Senior Premier Relationship Manager

    4 weeks ago

    San Jose, 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 across multiple branch locations.Key ResponsibilitiesAct as the primary client...

  • Senior Premier Relationship Manager

    4 weeks ago

    San Jose, 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 across multiple branch locations.Key ResponsibilitiesDevelop and maintain strong...

  • Senior Premier Relationship Manager

    4 weeks ago

    San Jose, 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 organization, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesAct as the primary client contact to...

  • Senior Premier Relationship Manager

    4 days ago

    San Jose, California, United States BMO Financial Group Full time

    About the RoleBMO Financial Group 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, providing personalized attention to uncover their specific financial needs and...

  • Senior Premier Relationship Manager

    2 weeks ago

    San Jose, 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 across multiple branch locations.Key ResponsibilitiesAct as the primary client...

  • Senior Premier Relationship Manager

    15 hours ago

    San Jose, California, United States Bank of Montreal Full time

    Job SummaryAs a Senior Premier Relationship Manager at Bank of Montreal, you will be responsible for managing and growing an assigned portfolio of mass affluent clients. You will partner with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach...

  • Senior Premier Relationship Manager

    3 days ago

    San Jose, California, United States BMO Financial Group Full time

    About the RoleThis is a licensed position requiring the SIE, Series 6, 63, Life and Health licenses. As a Senior Premier Relationship Manager at BMO Financial Group, you will be responsible for managing and growing an assigned portfolio of mass affluent clients. You will partner with multiple branch locations and a team of financial advisors to identify new...

  • Senior Premier Relationship Manager

    4 weeks ago

    San Francisco, 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 across multiple branch locations.Key ResponsibilitiesAct as the primary client...

  • Senior Premier Relationship Manager

    4 weeks ago

    San Francisco, 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 across multiple branch locations.Key ResponsibilitiesAct as the primary client...

  • Senior Premier Relationship Manager

    4 weeks ago

    San Leandro, 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, providing personalized attention to uncover their specific financial needs and...

  • Senior Premier Relationship Manager

    3 weeks ago

    San Lorenzo, 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, providing personalized attention to uncover their specific financial needs and...

  • Senior Relationship Manager

    4 weeks ago

    San Diego, California, United States Pacific Premier Bank Full time

    Job Title: Senior Relationship ManagerPacific Premier Bank is seeking a highly skilled Senior Relationship Manager to join our team in the San Diego market. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our middle market clients, providing expert advice and guidance on...

  • Senior Premier Relationship Manager

    1 month ago

    San Francisco, 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 across multiple branch locations.Key ResponsibilitiesDevelop and maintain strong...

  • Senior Premier Relationship Manager

    5 days ago

    San Lorenzo, 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, providing personalized attention to uncover their specific financial needs and...

  • Senior Premier Relationship Manager

    4 weeks ago

    San Leandro, California, United States BMO Full time

    Job SummaryBMO is seeking a highly skilled 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.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and...

  • Senior Relationship Banker

    3 weeks ago

    San Diego, California, United States Pacific Premier Bank Full time

    Job Title: Senior Relationship ManagerThe Senior Relationship Manager is a key role at Pacific Premier Bank, responsible for building and maintaining strong relationships with commercial clients in the San Diego market. This position requires a deep understanding of the client's financial needs and the ability to provide expert advice on banking products and...

  • Senior Premier Relationship Manager

    4 weeks ago

    San Francisco, California, United States BMO Full time

    About the RoleBMO 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 ResponsibilitiesDevelop and maintain strong relationships with...

  • Senior Relationship Banker

    4 weeks ago

    San Diego, California, United States Premier Financial Bancorp Full time

    Job Title: Senior Relationship ManagerThe Senior Relationship Manager is a key role within Premier Financial Bancorp, responsible for building and maintaining strong relationships with commercial clients in the San Diego market. This position requires a deep understanding of the banking industry, excellent communication skills, and the ability to provide...

  • Senior Relationship Banker

    3 weeks ago

    San Diego, California, United States Pacific Premier Bank Full time

    Job Title: Senior Relationship ManagerAt Pacific Premier Bank, we are seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our middle market clients in the San Diego market.Responsibilities:Develop new depository...

  • Senior Relationship Banker

    5 days ago

    San Diego, California, United States Pacific Premier Bank Full time

    Job Title: Senior Relationship BankerAt Pacific Premier Bank, we are seeking a highly skilled and experienced Senior Relationship Banker to join our team. As a Senior Relationship Banker, you will be responsible for developing and maintaining strong relationships with our commercial banking clients in the San Diego market.Key Responsibilities:Develop and...