Senior Premier Relationship Manager

Responsibilities

Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver a desired customer experience. Uses a consultative sales process to develop strong customer relationships and act as the client’s trusted advisor and primary point of contact.

Proactively works with the assigned customer portfolio to 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.

Achieves results and meets sales targets by acquiring new assets from the existing client portfolio and through new client acquisition. Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.

Reviews credit applications to ensure sound credit granting principles and recommends remedies to maintain acceptable asset and credit quality. Executes quality customer review meetings for retention and relationship expansion.

Actively participates in the community to identify prospects through relationship building and identify two-way referral relationships.

Provides individual and group training to mentor and coach branch personnel to enhance their knowledge and skills around mass affluent clients. Educates clients about digital options and provides guidance in the use of digital and self-serve technologies.

Liaises between clients and various departments across the organization to provide product support and diagnose problems. Follows security and safeguarding procedures and applies due diligence in accordance with bank policies.

Monitors exception reports and takes action to remove exceptions. Supports execution of strategic initiatives in collaboration with internal and external stakeholders. Exercises judgment to identify, diagnose, and solve problems within given rules.

Typically 4 to 6 years of relevant experience; a post‑secondary degree in a related field preferred, not required. Proven experience in a financial services organization demonstrating knowledge of banking products, services, pricing strategies, and profitability management.

Licensing requirements:

• SIE exam, Series 6, 63, 65, and state Life and Health insurance licenses required;
  Series 7, 66 or 65 licenses preferred. If not currently held, licenses must be obtained within 120 days of the role start date.
• U.S. only:
  The position acts as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act) and requires federal registration with the Nationwide Mortgage Licensing System and Registry.

• Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, and relevant legal and regulatory requirements.
• Excellent understanding of brokerage and insurance products; business services including retirement plans, business banking solutions, insurance, and succession planning; and personal trust and investment management.
• In‑depth knowledge of client portfolio management and technical proficiency (education or business experience).
• Strong verbal and written communication skills, collaboration and team skills, analytical and problem‑solving skills, influence skills, and data‑driven decision making.

• Salary range: $57,500.00 – $ (salaried role, commission structure may apply).
• Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans.

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to providing reasonable accommodations to individuals with disabilities.