Senior Premier Relationship Manager

Final date to receive applications: 01/06/2026

Address: 12920 S. IL Route 47

Job Family Group:
Retail Banking Sales & Service

The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.

A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners 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. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.

• Serve as the customer’s relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO'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, BMO partners, and the community to build relationships and deliver the desired customer experience.
• Work with internal partnerships to leverage expertise to provide comprehensive strategies and solutions for affluent customers.
• Enjoy a competitive base salary, quarterly incentives, and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports personal and professional growth, and makes a real impact in local communities.
• Use a consultative sales process to develop strong customer relationships and act as client’s trusted advisor and primary point of contact.
• Proactively work with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
• Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
• Execute quality customer review meetings for retention and relationship expansion purposes.
• Actively participate in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and referral relationships.
• Provide individual and group training to mentor and coach branch personnel to enhance knowledge and skills around the mass affluent client.
• Educate clients about available digital options for conducting banking transactions and provide guidance in the use of digital and self‑serve technologies.
• Liaise between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
• Follow security and safeguarding procedures and apply due diligence in accordance with Bank policies and ethical standards.
• Maintain confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identify risks and take appropriate actions, including all documentation and regulatory requirements to maintain operational integrity.
• Monitor individual exception reports and take action to remove exceptions.
• Support execution of strategic initiatives in collaboration with internal and external stakeholders.
• Execute work to deliver timely, accurate, and efficient service.
• Exercise judgment to identify, diagnose, and solve problems within given rules.
• Work independently on a range of complex tasks, which may include unique situations.

• 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…