Premier Banking Solutions Specialist

5 days ago


San Jose, California, United States BMO Financial Group Full time

About the Role:

This Senior Premier Relationship Manager position offers an exciting opportunity to work with a leading financial institution and make a meaningful impact on our customers' lives. We're looking for a skilled professional with a passion for delivering exceptional customer experiences and building long-term relationships.

Key Responsibilities:

  • Manage and grow an assigned portfolio of mass affluent clients.
  • Partner with branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience.
  • Develop strong customer relationships and act as a trusted advisor and primary point of contact.
  • Makes key recommendations on products, pricing, and services, and links customers to business partner experts based on key financial decisions.

What We Offer:

  • A competitive salary range: $61,600 - $114,400.
  • Opportunities for career growth and development within a dynamic organization.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.


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