What are the responsibilities and job description for the Senior Premier Relationship Manager position at BMO Financial?
Retail Banking Sales & Service Position
This is a licensed position requiring the SIE, Series 6, 63, Life and Health licenses. Bilingual in Mandarin language is preferred.
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 the desired customer experience. Links customers to business partner experts based on key financial decisions.
Achieves results by acquiring new assets from existing client portfolios and new client acquisitions.
Proactively works with branch business partners to identify existing customers that meet target profiles and creates calling plans.
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 purposes.
Participates in community outreach to identify prospects through relationship building efforts and identifies centers of influence.
Provides individual and group training to mentor and coach branch personnel on mass affluent clients.
Educates clients about digital banking options and provides guidance on using digital and self-serve technologies.
Follows security procedures and applies due diligence in accordance with Bank policies and ethical standards.
Maintains confidentiality of customer and Bank information in compliance with Bank policies.
Identifies risks and takes appropriate actions to maintain operational integrity.
Requires post-secondary degree in related field of study or equivalent experience.
Must have at least 7 years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
Advanced understanding of deposit, loan, and banking products, cash flow analysis, lending process and directives, credit risk policies and standards.
Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning.
In-depth knowledge of client portfolio management, data-driven decision making.
This position will act as an originator of consumer loans and requires Federal registration with the Nationwide Mortgage Licensing System and Registry.
BMO Financial Group offers competitive salaries, performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.
We strive to create lasting, positive change for our customers, communities, and people.
We evaluate applicants without regard to protected characteristics and consider applicants with criminal histories consistent with applicable law.
