Senior Premier Relationship Manager

Job Family Group: Retail Banking Sales & Service

BMO Senior Premier Relationship Manager Role Overview

A BMO Senior Premier Relationship Manager is responsible for 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.

The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.

Main Responsibilities:

• 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.
• Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
• Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success.
• Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs.
• Enjoy a competitive base salary, quarterly incentives, and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.

Key Qualifications:

• Typically between 4-6 years of relevant experience; post-secondary degree in related field of study 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 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 solutions, insurance, and succession planning – required.
• Excellent understanding of personal trust and investment management – required.
• In-depth knowledge of client portfolio management.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem-solving skills - In-depth.
• Influence skills - In-depth.
• Data-driven decision-making - In-depth.

This position will act 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). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

$61,600.00 - $114,400.00

Salaried

The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Salary : $61,600 - $114,400