Elite Relationship Manager

2 weeks ago


Campbell, California, United States BMO Financial Full time

About the Role

We are seeking an experienced and skilled Elite Relationship Manager to join our team at BMO Financial Group. As a key member of our mass affluent banking team, you will be responsible for managing and growing a portfolio of high net worth clients.

Key Responsibilities

  • Proactively build and manage relationships with existing and new clients to identify their financial needs and goals.
  • Provide personalized attention to clients to uncover their specific financial needs and goals, backed by BMO's expertise, technology, and resources.
  • Work collaboratively within the market, BMO partners, and the community to build relationships and deliver a differentiated experience.
  • Maintain accurate and up-to-date knowledge of BMO products and services, as well as industry trends and competitor activity.
  • Actively participate in sales meetings, client reviews, and other business development activities to drive revenue growth and meet sales targets.
  • Develop and implement comprehensive strategies to deepen client relationships and increase share of wallet.
  • Collaborate with internal stakeholders to leverage their expertise and provide comprehensive solutions for clients' financial needs.

Requirements

  • A minimum of 4-6 years of experience in a financial services organization, preferably in a relationship management or sales role.
  • Strong knowledge of banking products and services, as well as industry trends and competitor activity.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proven track record of meeting or exceeding sales targets and driving revenue growth.
  • 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.

Benefits

  • A competitive salary range of $61,600 - $114,400, depending on experience.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • The opportunity to work with a leading financial institution and contribute to its success.
  • A collaborative and dynamic work environment, with opportunities for professional growth and development.

About BMO Financial Group

BMO Financial Group is a leading North American financial institution that provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. We are committed to helping our clients achieve their financial goals and live their best lives.



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