Senior Premier Relationship Manager
1 week ago
At Bank of Montreal, we're committed to helping our mass affluent clients achieve financial progress by understanding and planning for their future.
Job Summary:We're seeking a Senior Premier Relationship Manager to join our team. As a key member of our Premier Services team, you'll be responsible for managing and growing an assigned portfolio of mass affluent clients. You'll partner with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience.
Key Responsibilities:- Serve as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory policies.
- Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
- Use a consultative sales process to develop strong customer relationships; act as the client's trusted advisor.
- Build and manage an assigned portfolio of mass affluent clients.
- Provide training to mentor and coach branch personnel.
- Educate clients about available digital options for conducting banking transactions.
- Follow security and safeguarding procedures in accordance with Bank's policies.
- Typically between 4 - 6 years of relevant experience; post-secondary degree in related field preferred.
- 7+ years of experience in a financial services organization.
- Required: SIE Exam, Series 6, Series 63, Life & Health licenses.
- Excellent understanding of brokerage and insurance products.
- Strong analytical and problem-solving skills.
We offer a competitive salary range of $56,000.00 - $104,000.00 and a salaried pay type. To find out more, visit us at BMO Careers.
BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.
-
Senior Premier Relationship Manager
1 month ago
Alhambra, California, United States Bank of Montreal Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at the 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.Key ResponsibilitiesClient Relationship Management: Serve as the primary...
-
Senior Premier Relationship Manager
1 month ago
Alhambra, California, United States BMO Financial Group Full timeAbout the RoleWe 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.Key ResponsibilitiesClient Relationship Management: Serve as the primary client...
-
Senior Premier Relationship Manager
7 days ago
Alhambra, California, United States BMO Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO. 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 execute comprehensive...
-
Senior Premier Relationship Manager
4 weeks ago
Alhambra, California, United States BMO Financial Group Full timeAbout the RoleWe 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 ResponsibilitiesDevelop and execute...
-
Senior Premier Relationship Manager
4 weeks ago
Alhambra, California, United States BMO Financial Group Full timeAbout the RoleWe 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 ResponsibilitiesDevelop and execute...
-
Senior Premier Relationship Manager
4 weeks ago
Alhambra, California, United States Bank of Montreal Full timeAbout 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, providing personalized attention to uncover their specific financial needs and goals.Key...
-
Senior Premier Relationship Manager
1 month ago
Alhambra, California, United States BMO Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO. 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 execute comprehensive...
-
Senior Premier Relationship Manager
1 month ago
Alhambra, California, United States BMO Full timeAbout the RoleWe are seeking a highly skilled and experienced Premier Relationship Banking Specialist to join our team at BMO. As a key member of our banking 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...
-
Senior Relationship Banker
4 weeks ago
Alhambra, California, United States Unavailable Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Relationship Banker to join our team at East West Bank. As a key member of our commercial banking team, you will be responsible for delivering a high-quality, high-touch, and high-tech relationship banking experience to our customers.Key ResponsibilitiesManage and retain long-lasting...
-
Senior Relationship Banker
4 weeks ago
Alhambra, California, United States Unavailable Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Relationship Banker to join our team at East West Bank. As a key member of our commercial banking team, you will be responsible for delivering a high-quality, high-touch, and high-tech relationship banking experience to our customers.Key ResponsibilitiesManage and retain long-lasting...
-
Relationship Manager
6 days ago
Alhambra, California, United States New Omni Bank N A Full timeJob Title: Relationship ManagerJob Summary:We are seeking a skilled Relationship Manager to join our team at New Omni Bank, National Association. As a Relationship Manager, you will be responsible for developing and maintaining relationships with clients and customers, providing excellent service, and generating new business opportunities.Key...
-
Relationship Manager
3 weeks ago
Alhambra, California, United States New Omni Bank Full timeJob Title: Relationship ManagerAt New Omni Bank, we're seeking a skilled Relationship Manager to join our team. As a key member of our banking team, you'll be responsible for developing and maintaining relationships with clients and customers, providing exceptional service, and driving business growth.Key Responsibilities:Actively solicit new deposit...
-
Relationship Manager
3 weeks ago
Alhambra, California, United States New Omni Bank Full timeJob Title: Relationship ManagerAt New Omni Bank, we're seeking a skilled Relationship Manager to join our team. As a key member of our banking team, you'll be responsible for developing and maintaining relationships with clients and customers, providing exceptional service, and driving business growth.Key Responsibilities:Actively solicit new deposit...
-
Senior Finance Director
1 week ago
Alhambra, California, United States Century Group Full timeJob OpportunityWe are seeking a highly skilled Senior Finance Director to lead our client's financial planning processes. This is a full-time position with 3 days of remote work. The expected starting base salary is $160,000 to $190,000 per year.Key ResponsibilitiesProvide strategic leadership and oversight for financial planning, ensuring accuracy and...
-
Senior Executive Assistant
2 weeks ago
Alhambra, California, United States Hiefo Corporation Full timeJob DescriptionHieFo Corporation is seeking a highly organized and detail-oriented Senior Executive Assistant to provide comprehensive administrative support to the Chief Executive Officer. This critical role will manage the CEO's calendar, travel arrangements, communications, and various projects to ensure the CEO's time is optimized and the company runs...
-
Senior Accountant
1 week ago
Alhambra, California, United States LHH Recruitment Solutions Full timeJob Title: Senior AccountantJob Summary:LHH Recruitment Solutions is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for overseeing and managing the month-end close process, ensuring accuracy and timeliness. You will also prepare and review financial statements, ensuring compliance with GAAP.Key...
-
Senior Associate Director of Administration
3 weeks ago
Alhambra, California, United States InsideHigherEd Full timeJob Title:Senior Associate Director of AdministrationJob Summary:The Summer Sessions and International Education Office (SSIEO) is seeking an experienced and forward-thinking professional to serve as its Senior Associate Director of Administration. This key role is responsible for the overall administrative management of SSIEO, ensuring the office's...
-
Senior Accountant
3 weeks ago
Alhambra, California, United States Astrana Health Full timeAbout the Role:Astrana Health is seeking a highly motivated Senior Accountant to join our team. As a Senior Accountant, you will be responsible for maintaining accurate and up-to-date financial records, analyzing financial data, and preparing financial statements in accordance with US GAAP. You will also be responsible for ensuring the integrity of financial...
-
Sports Assistant Manager
3 weeks ago
Alhambra, California, United States AK Net INC Full timeJob OpportunityWe are seeking a highly motivated and entrepreneurial-minded individual to join our high-performance team as an Entry Level Assistant Manager. This role offers a unique opportunity to learn all aspects of our business and drive sales margins while enhancing our team's abilities.Daily Responsibilities:Interact with clients' consumers to educate...
-
Senior Financial Analyst
2 weeks ago
Alhambra, California, United States LHH Recruitment Solutions Full timeJob SummaryWe are seeking a highly skilled Senior Accountant to join our team at LHH Recruitment Solutions. As a Senior Accountant, you will be responsible for overseeing and managing the month-end close process, ensuring accuracy and timeliness. You will also prepare and review financial statements, reconcile balance sheet accounts, and maintain general...