Bank of Montreal
Senior Premier Relationship Manager (Licensed)
Bank of Montreal, San Leandro, California, United States, 94579
Senior Premier Relationship Manager (Licensed)
Application Deadline: 07/25/2024Address: 1601 Washington Ave.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.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.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.Compensation and Benefits:$61,600.00 - $114,400.00Pay Type:
SalariedBMO 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.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. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. 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. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
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Application Deadline: 07/25/2024Address: 1601 Washington Ave.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.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.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.Compensation and Benefits:$61,600.00 - $114,400.00Pay Type:
SalariedBMO 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.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. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. 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. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
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