Premier Client Specialist

Final date to receive applications: 06/21/2026

Location:

VIRTUAL(R)13 - Home Res - IL

• Act as primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Collaborate with market partners, COIs, and the community to build relationships and deliver the desired customer experience.
• Focus on new client acquisition, increasing AUM and investment penetration within portfolios.
• Take a consultative approach to relationship building; uncover opportunities and develop recommendations.
• Provide financial advice and solutions using products such as simplified advisory accounts, annuities, mutual funds, 529s, and life insurance.
• Collaborate with a Financial Advisor for clients with more complex needs.
• Proactively manage client portfolio to uncover needs and identify additional sales opportunities.
• Recommend products, pricing, and services; connect customers with experts based on financial decisions.
• Achieve sales targets by acquiring new assets and expanding existing client relationships.
• Introduce and guide clients to digital platforms and promote digital features.
• Develop and execute a business plan with sales strategies to meet objectives.
• Identify short- and long-term value creation opportunities for target segments.
• Actively participate in the community to identify prospects and build referral relationships.
• Coordinate outreach for seminars, campaigns, and client events.
• Cultivate strategic relationships with key stakeholders to become a trusted advisor.
• Source new revenue and investments through client acquisition and deepening relationships.
• Deliver consistent client service using the established playbook and guidelines.
• Support client onboarding, documentation, service delivery, and escalation of complex situations.
• Build product knowledge and financial expertise for assigned portfolios.
• Support execution of strategic initiatives and build relationships with stakeholders.
• Monitor sales and service performance; identify gaps and implement action plans.
• Provide training to branch personnel to enhance their knowledge of mass-affluent clients.
• Review credit applications and recommend remedies to maintain asset and credit quality.
• Follow security and safeguarding procedures and apply due diligence.
• Maintain confidentiality of customer and bank information.
• Execute tasks to deliver timely, accurate, and efficient service.
• Conduct quality customer review meetings for retention and expansion purposes.

• 3+ years of experience in a financial services organization.
• Post-secondary degree preferred; not required.
• Proven knowledge of banking products, services, pricing strategies, and profitability management.
• Required licenses: SIE Exam, Series6,63,65, state Life and Health insurance. Preferred:
  Series7,66,65.
• Licenses not held must be obtained within 120 days of start date.
• Advanced understanding of deposit, loan (including mortgage), cash‑flow analysis, lending process, credit risk policies, and bank practices.
• In‑depth knowledge of brokerage, insurance, retirement plans, business banking solutions, succession planning, personal trust, and investment management.
• Knowledge of client portfolio management and technical proficiency gained through education or experience.
• Intermediate proficiency in product & solution design, investment, insurance, advisory products.
• Advanced proficiency in deposit & cash management, lending & credit, prospecting & acquisition, sales strategy, advisory communication, onboarding, retention, portfolio & relationship management, risk & compliance.
• Strong learning agility, collaboration, and U.S. only originator of consumer loans status (RegulationZ,G,S.A.F.E. Act) with required federal registration via NETS & R.

Salary: $51,800.00 – $95,900.00 (salaried; commission structure may apply). Compensation varies by location, skills, experience, education, and qualifications. BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more benefit details, visit

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, pregnancy, childbirth, gender identity, sexual orientation, age, protected veteran status, disability, or any other legally protected characteristic. We consider applicants with criminal histories consistent with applicable federal, state, and local law. BMO commits to provide reasonable accommodations to individuals with disabilities.