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Senior Client Partner

BMO Financial
Morgan Hill, CA Full Time
POSTED ON 3/8/2025 CLOSED ON 4/5/2025

What are the responsibilities and job description for the Senior Client Partner position at BMO Financial?

Senior Client Partner:
BMO Financial is seeking a highly experienced Senior Client Partner to join our team. In this role, you will be responsible for building and maintaining strong relationships with our mass affluent clients across multiple branch locations.

You will serve as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. With your advanced understanding of banking products, services, pricing, and profitability, you will provide expert guidance to our clients and help them achieve their financial goals.

We offer a competitive salary and benefits package, including performance-based incentives and discretionary bonuses. If you are a seasoned professional with a track record of delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity.
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