Bank of Montreal
Senior Premier Relationship Manager
Bank of Montreal, Napa, California, United States, 94559
Senior Premier Relationship Manager
Application Deadline: 11/21/2024Address: 700 Main 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 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.BMO IS ON AN EXCITING JOURNEY…We have built a digitally-enabled, future-ready bank with leading efficiency, profitability, and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good,
in business and life .This is a licensed position requiring the SIE, Series 6, 63, Life, and Health.Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact.Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.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).Excellent understanding of brokerage and insurance products.Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required.Salary:
$61,600.00 - $114,400.00Pay Type:
SalariedBMO is committed to an inclusive, equitable, and accessible workplace.To find out more visit us at
http://jobs.bmo.com/us/en
#J-18808-Ljbffr
Application Deadline: 11/21/2024Address: 700 Main 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 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.BMO IS ON AN EXCITING JOURNEY…We have built a digitally-enabled, future-ready bank with leading efficiency, profitability, and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good,
in business and life .This is a licensed position requiring the SIE, Series 6, 63, Life, and Health.Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact.Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.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).Excellent understanding of brokerage and insurance products.Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required.Salary:
$61,600.00 - $114,400.00Pay Type:
SalariedBMO is committed to an inclusive, equitable, and accessible workplace.To find out more visit us at
http://jobs.bmo.com/us/en
#J-18808-Ljbffr