Senior Premier Relationship Manager

Final date to receive applications: 01/30/2026

Address: 1401 Oakdale Rd.

Job Family Group:
Retail Banking Sales & Service

This is a licensed position requiring the SIE, Series 6, 63, Life and Health.

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 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.
• Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers’ financial needs.
• Proactively build and manage an assigned portfolio of mass affluent clients across multiple branch locations.
• Use a consultative sales process to develop strong customer relationships and act as client’s trusted advisor.
• Identify and pursue additional sales opportunities within the assigned portfolio.
• Make key recommendations on products, pricing, and services; link 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 new client acquisition.
• 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.
• Participate actively in the community to identify prospects through relationship building and referral networks.
• Provide individual and group training to enhance branch personnel knowledge and skills around the mass affluent client.
• Educate clients about available digital options for conducting banking transactions and guide 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, applying due diligence in accordance with Bank policies and ethical standards for fraud prevention.
• Maintain confidentiality of customer and Bank information in compliance with policies.
• Identify risks and take appropriate actions, including documentation and regulatory requirements to maintain operational integrity.
• Support execution of strategic initiatives 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 complex tasks, including unique situations.

• Typically 4‑6 years of relevant experience; post‑secondary degree preferred but 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…