Senior Premier Relationship Manager

7 days ago

Alhambra, California, United States BMO Full time
About the Role

We 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 Responsibilities
  • Develop and execute comprehensive strategies to identify and acquire new business opportunities and grow existing client relationships.
  • Provide exceptional customer service and act as the primary point of contact for clients, ensuring their financial needs are met and exceeded.
  • Collaborate with internal partners to leverage their expertise and provide comprehensive solutions for clients' financial needs.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and provide expert advice to clients.
  • Work closely with branch business partners to identify and pursue new business opportunities and grow existing client relationships.
  • Proactively identify and address client needs, providing solutions and recommendations to meet their financial goals.
  • Develop and maintain strong relationships with clients, internal partners, and external stakeholders to drive business growth and customer satisfaction.
Requirements
  • Typically 4-6 years of relevant experience in a financial services organization, with a strong understanding of banking products, services, and regulatory requirements.
  • Advanced knowledge of deposit, loan, and banking products, as well as cash flow analysis, lending process, and credit risk policies.
  • Excellent communication, interpersonal, and problem-solving skills, with the ability to work independently and collaboratively as part of a team.
  • Strong analytical and business acumen, with the ability to analyze complex financial data and make informed decisions.
  • Ability to work in a fast-paced environment, with a strong focus on customer satisfaction and business growth.
What We Offer

At BMO, we offer a competitive compensation package, including a base salary, quarterly incentives, and annual bonus opportunities. We also offer comprehensive benefits, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Our team is committed to creating a positive and inclusive work environment, where everyone has the opportunity to grow and succeed.

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.

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