Senior Premier Relationship Manager

1 month ago

Modesto, California, United States BMO Financial Group Full time
About the Role

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 business opportunities and deepen existing relationships with clients.
  • Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
  • Collaborate with internal partners to leverage their expertise and provide comprehensive strategies and solutions for our affluent clients' financial needs.
  • Proactively work with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
  • Make key recommendations on products, pricing, and services; link clients to business partner experts based on key financial decisions.
  • Achieve results and meet sales targets by acquiring new assets from existing client portfolio and new client acquisition.
  • Proactively work 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; 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 (e.g. law and accounting firms) and two-way referral relationships.
  • Provide individual and group training in order 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 as well as diagnose and solve problems within given rules.
  • Follow security and safeguarding procedures and apply due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
  • Maintain the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
  • Identify risks and take appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
  • Monitor individual exception reports and take action to remove exceptions.
  • Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Execute work to deliver timely, accurate, and efficient service.
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).
  • 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 – required.
  • Excellent understanding of personal trust and investment management – required.
  • 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. To request accommodation, please contact your recruiter.

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