Senior Premier Relationship Manager
21 hours ago
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- Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
- 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 customer 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.
- 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.
- Typically between 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).
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.
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Senior Premier Relationship Manager
1 week ago
Morgan Hill, 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...
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Senior Premier Relationship Manager
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Morgan Hill, 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 Premier Services team, 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...
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Morgan Hill, California, United States Bank of Montreal Full timeJob Summary:We are seeking a highly skilled Senior Premier Relationship Manager to join our team at Bank of Montreal. As a key member of our Premier Services team, you will play a critical role in helping mass affluent clients achieve their financial goals.Key Responsibilities:Manage and grow an assigned portfolio of mass affluent clients, providing...
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