Senior Premier Relationship Manager
2 weeks ago
We are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO Financial Group. 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 execute comprehensive strategies to identify and acquire new clients, as well as retain and grow existing relationships.
- Act as the primary client contact, providing personalized attention and expert advice to uncover their specific financial needs and goals.
- Collaborate with internal partners to leverage their expertise and provide comprehensive solutions for our affluent clients' financial needs.
- Stay up-to-date on industry trends, regulatory requirements, and market conditions to ensure the delivery of exceptional client service and advice.
- Work closely 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 centres 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 sales targets and achieve results.
- Typically between 4-6 years of relevant experience in a financial services organization, with a post-secondary degree in a related field of study 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 (including mortgage) 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.
BMO Financial Group offers a competitive base salary, quarterly incentives, and annual bonus opportunities, as well as comprehensive benefits and a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.
We are committed to an inclusive, equitable, and accessible workplace, where everyone has the opportunity to grow and succeed. We strive to help you make an impact from day one – for yourself and our customers.
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