BMO U.S.
Senior Premier Relationship Manager - Portland
BMO U.S., Portland, Oregon, United States, 97204
Job Description
The 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.Educate clients about available digital options for conducting banking transactions and provide guidance in the use of digital and self-serve technologies.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.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).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.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 - $80,000.00
The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.
Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: www.bmousbenefits.com.
We’re here to help
At 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.#J-18808-Ljbffr
The 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.Educate clients about available digital options for conducting banking transactions and provide guidance in the use of digital and self-serve technologies.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.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).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.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 - $80,000.00
The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.
Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: www.bmousbenefits.com.
We’re here to help
At 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.#J-18808-Ljbffr