Senior Premier Relationship Manager

Final date to receive applications: 02/08/2026

Address: 21 Moraga Way

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.
• Use a consultative sales process to develop strong customer relationships and act as client’s trusted advisor and primary point of contact.
• Proactively build and manage an assigned portfolio of mass affluent clients across multiple branch locations.
• Collaborate within the market, with BMO partners, and the community to build relationships and deliver the desired customer experience.
• Engage branch business partners to identify existing customers that meet the target profile and create a calling plan.
• Review credit applications to ensure sound credit‑granting principles, recommend remedies, and maintain acceptable asset and credit quality.
• Conduct quality customer review meetings for retention and relationship expansion.
• Actively participate in the community to identify prospects through relationship building and build two‑way referral relationships.
• Provide individual and group training to mentor and coach branch personnel around the mass affluent client.
• Educate clients about digital options for banking transactions and guide them in using digital and self‑serve technologies.
• Liaise between clients and various departments across the organization to provide product support, diagnose, and solve problems within given rules.
• Follow security and safeguarding procedures, applying 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, document required regulatory actions, and maintain operational integrity.
• Monitor exception reports and take action to remove exceptions.
• Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
• 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, and take on broader work or accountabilities as assigned.
• Make key recommendations on products, pricing, and services, linking customers to business partner experts based on key financial decisions.
• Achieve results and meet sales targets by acquiring new assets from the existing client portfolio and via new client acquisition.

• Typically between 4–6 years of relevant experience; post‑secondary degree in a related field is 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 not currently held, must be obtained within six months of role start).
• Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash‑flow analysis, lending process and directives, credit risk policies…