Senior Premier Relationship Manager

Senior Premier Relationship Manager – BMO U.S.

Licensed Senior Premier Relationship Manager
; requires SIE, Series 6, 63, Life and Health licenses.

• Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources.
• Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
• Collaborate with branch locations and the team of financial advisors to identify new opportunities and deliver a differentiated experience.
• Enjoy a values‑based culture that focuses on providing the tools and support necessary for success.
• Work with internal partnerships to leverage expertise for comprehensive strategies and solutions for affluent customers’ financial needs.
• Build and manage an assigned portfolio of mass affluent clients across multiple branch locations.
• Use a consultative sales process to develop strong customer relationships; act as client’s trusted advisor and primary point of contact.
• Proactively uncover needs, provide solutions, and identify additional sales opportunities.
• Makes key recommendations on products, pricing, and services; links customers to business partner experts based on key financial decisions.
• Achieve results and meet sales targets by acquiring new assets from existing client portfolio and through new client acquisition.
• Identify existing customers that meet the target profile and create a calling plan in collaboration with branch business partners.
• Review credit applications to ensure sound credit granting principles; recommend remedies to maintain acceptable asset and credit quality.
• 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 two‑way referral relationships.
• Provide individual and group training to mentor and coach branch personnel in mass affluent client knowledge and skills.
• 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 to provide product support and solve problems within given rules.
• Follow security and safeguarding procedures and apply due diligence in accordance with Bank policies and ethical standards to prevent loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
• Maintain confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identify risks and take appropriate actions, including documentation and regulatory requirements, to maintain operational integrity.
• Monitor individual exception reports and take action to remove exceptions.
• Support the 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.
• Handle broader work or accountabilities that may be assigned as needed.

• Typically between 4 – 6 years of relevant experience; post‑secondary degree in related field 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 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; personal trust and investment management.
• In‑depth knowledge of client portfolio management.
• Technical…