Bank of Montreal
Senior Premier Relationship Manager (Licensed)
Bank of Montreal, Stockton, California, United States, 95202
Senior Premier Relationship Manager (Licensed)
Application Deadline: 07/25/2024Address: 540 N. El Dorado St.Job Family Group: Retail Banking Sales & ServiceThe 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. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.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, backed by BMO’s expertise, technology, and resources.Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.Proactively build and manage an assigned portfolio of mass affluent clients across multiple branch locations.Use a consultative sales process to develop strong customer relationships; act as client’s trusted advisor and primary point of contact.Make key recommendations on products, pricing, and services; link customers to business partner experts based on key financial decisions.Achieve results and meet sales targets by acquiring new assets from existing client portfolio and new client acquisition.Review credit applications to ensure sound credit granting principles; recommend remedies to maintain acceptable asset and credit quality.Execute quality customer review meetings for retention and relationship expansion purposes.Provide individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.Educate clients about available digital options for conducting banking transactions and provide guidance in the use of digital and self-serve technologies.Liaise between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.Follow security and safeguarding procedures and apply due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Maintain the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identify risks and take appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.Monitor individual exception reports and take action to remove exceptions.Support the execution of strategic initiatives in collaboration with internal and external stakeholders.Execute work to deliver timely, accurate, and efficient service.Exercise judgment to identify, diagnose, and solve problems within given rules.Work independently on a range of complex tasks, which may include unique situations.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.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.Compensation and Benefits:$56,000.00 - $104,000.00Pay Type:
SalariedThe 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.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.We’re here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people.BMO is committed to an inclusive, equitable and accessible workplace. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
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Application Deadline: 07/25/2024Address: 540 N. El Dorado St.Job Family Group: Retail Banking Sales & ServiceThe 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. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.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, backed by BMO’s expertise, technology, and resources.Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.Proactively build and manage an assigned portfolio of mass affluent clients across multiple branch locations.Use a consultative sales process to develop strong customer relationships; act as client’s trusted advisor and primary point of contact.Make key recommendations on products, pricing, and services; link customers to business partner experts based on key financial decisions.Achieve results and meet sales targets by acquiring new assets from existing client portfolio and new client acquisition.Review credit applications to ensure sound credit granting principles; recommend remedies to maintain acceptable asset and credit quality.Execute quality customer review meetings for retention and relationship expansion purposes.Provide individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.Educate clients about available digital options for conducting banking transactions and provide guidance in the use of digital and self-serve technologies.Liaise between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.Follow security and safeguarding procedures and apply due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Maintain the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identify risks and take appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.Monitor individual exception reports and take action to remove exceptions.Support the execution of strategic initiatives in collaboration with internal and external stakeholders.Execute work to deliver timely, accurate, and efficient service.Exercise judgment to identify, diagnose, and solve problems within given rules.Work independently on a range of complex tasks, which may include unique situations.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.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.Compensation and Benefits:$56,000.00 - $104,000.00Pay Type:
SalariedThe 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.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.We’re here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people.BMO is committed to an inclusive, equitable and accessible workplace. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
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