Bank of Montreal
Senior Premier Relationship Manager (Licensed)
Bank of Montreal, Alhambra, California, us, 91802
Senior Premier Relationship Manager (Licensed)
Location: Alhambra, CA, USATime Type: Full timePosted on: Posted 2 Days AgoJob Requisition ID: R240012811Application Deadline: 11/21/2024Address: 2 S. Garfield Ave.Job Family Group: Retail Banking Sales & ServicePreferred Language: MandarinThe 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.As a Licensed Senior Premier Relationship Manager at BMO, you will:Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals.Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory policies.Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.Use a consultative sales process to develop strong customer relationships; act as the client’s trusted advisor.Responsibilities:Build and manage an assigned portfolio of mass affluent clients.Provide training to mentor and coach branch personnel.Educate clients about available digital options for conducting banking transactions.Follow security and safeguarding procedures in accordance with Bank’s policies.Qualifications:Typically between 4 - 6 years of relevant experience; post-secondary degree in related field preferred.7+ years of experience in a financial services organization.Required: SIE Exam, Series 6, Series 63, Life & Health licenses.Excellent understanding of brokerage and insurance products.Strong analytical and problem-solving skills.Salary:
$56,000.00 - $104,000.00Pay Type:
SalariedTo find out more visit us at
BMO CareersBMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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Location: Alhambra, CA, USATime Type: Full timePosted on: Posted 2 Days AgoJob Requisition ID: R240012811Application Deadline: 11/21/2024Address: 2 S. Garfield Ave.Job Family Group: Retail Banking Sales & ServicePreferred Language: MandarinThe 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.As a Licensed Senior Premier Relationship Manager at BMO, you will:Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals.Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory policies.Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.Use a consultative sales process to develop strong customer relationships; act as the client’s trusted advisor.Responsibilities:Build and manage an assigned portfolio of mass affluent clients.Provide training to mentor and coach branch personnel.Educate clients about available digital options for conducting banking transactions.Follow security and safeguarding procedures in accordance with Bank’s policies.Qualifications:Typically between 4 - 6 years of relevant experience; post-secondary degree in related field preferred.7+ years of experience in a financial services organization.Required: SIE Exam, Series 6, Series 63, Life & Health licenses.Excellent understanding of brokerage and insurance products.Strong analytical and problem-solving skills.Salary:
$56,000.00 - $104,000.00Pay Type:
SalariedTo find out more visit us at
BMO CareersBMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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