Senior Premier Relationship Manager

2 weeks ago

Alhambra, 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 execute a comprehensive business plan to drive growth and revenue within your assigned portfolio.
  • Build and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored solutions to meet their needs.
  • Collaborate with internal partners to leverage their expertise and provide comprehensive strategies and solutions for our affluent clients' financial needs.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
  • 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.
  • Educate clients about available digital options for conducting banking transactions and provide guidance in the use of digital and self-serve technologies.
  • Liaise between clients and various departments across the organization to provide product support and diagnose and solve problems within given rules.
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.
What We Offer

We offer a competitive base salary, quarterly incentives, and annual bonus opportunities, as well as comprehensive benefits with 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. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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