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Senior Premier Relationship Manager

1 month ago

Turlock, 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 maintain strong relationships with clients to understand their financial needs and goals.
  • Provide personalized attention to clients, backed by BMO's expertise, technology, and resources.
  • Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
  • Work collaboratively with internal partners to leverage their expertise and provide comprehensive strategies and solutions for clients' financial needs.
  • Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice and guidance.
Requirements
  • Typically between 4-6 years of relevant experience in a financial services organization.
  • 7+ years of experience in a banking or financial services role, 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, business services, including retirement plans, business banking solutions, insurance, and succession planning.
  • In-depth knowledge of client portfolio management, technical proficiency, and verbal and written communication skills.
What We Offer
  • A competitive base salary and quarterly incentives.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • The opportunity to work with a leading financial institution and make a real impact in the lives of our clients.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.