Senior Premier Relationship Manager

4 weeks ago

San Jose, California, United States Bank of Montreal Full time
Job Summary

As a Senior Premier Relationship Manager at Bank of Montreal, you will be responsible for managing and growing an assigned portfolio of mass affluent clients. You will partner with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. You will play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.

Key Responsibilities
  • Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by Bank of Montreal's expertise, technology and resources.
  • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, Bank of Montreal partners, and the community to build relationships and deliver the desired customer experience.
  • Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success.
  • Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs.
  • Enjoy 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.
BMO's Culture

We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life. We've been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first.

Qualifications
  • 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.

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